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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 | $201,710 | $160,070+26.0% | $147,117+37.1% | $145,897+38.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 50.37% | 98.69%-48.3pp | 420.54%-370.2pp | 552.29%-501.9pp |
| Employer contribution / active EE | $357 | $5,285-93.2% | $4,932-92.8% | $4,663-92.3% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |