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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 | $218,011 | $167,352+30.3% | $143,788+51.6% | $134,509+62.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.95% | 0.47%-16.4pp | -0.03%-15.9pp | 418.13%-434.1pp |
| Employer contribution / active EE | $881 | $5,620-84.3% | $4,952-82.2% | $4,741-81.4% |
| Participant deferral / active EE | $12,052 | $6,447+86.9% | $5,638+113.8% | $6,400+88.3% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |