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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 | $244,501 | $166,089+47.2% | $164,928+48.2% | $145,978+67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 62.04% | 100.26%-38.2pp | 70.08%-8.0pp | 550.52%-488.5pp |
| Employer contribution / active EE | $125 | $5,276-97.6% | $4,343-97.1% | $4,662-97.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |