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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,806 | $209,425-69.1% | $178,499-63.7% | $158,966-59.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.00% | 188.80%-167.8pp | 151.10%-130.1pp | 302.95%-281.9pp |
| Employer contribution / active EE | $514 | $5,707-91.0% | $5,011-89.8% | $4,762-89.2% |
| Participant deferral / active EE | $9,948 | $5,955+67.1% | $5,202+91.2% | $5,983+66.3% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |