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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 | $96,256 | $201,259-52.2% | $184,200-47.7% | $145,959-34.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 49.06% | 28.98%+20.1pp | 28.80%+20.3pp | 561.95%-512.9pp |
| Employer contribution / active EE | $971 | $7,018-86.2% | $6,424-84.9% | $4,661-79.2% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,689+71.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |