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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 | $142,352 | $118,488+20.1% | $98,462+44.6% | $139,487+2.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.06% | 18.96%-0.9pp | 21.17%-3.1pp | 373.84%-355.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,585 | $5,393+3.6% | $4,738+17.9% | $6,713-16.8% |
| Admin fee / account holder | $212 | $13,868-98.5% | $8,875-97.6% | $11,407-98.1% |