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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 | $28,017 | $190,862-85.3% | $159,991-82.5% | $134,509-79.2% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.0%+7.0pp | 81.2%+3.8pp |
| Annual return | 68.31% | 552.59%-484.3pp | 408.82%-340.5pp | 418.13%-349.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,385 | $6,924-51.1% | $6,183-45.3% | $6,400-47.1% |
| Admin fee / account holder | $174 | $10,495-98.3% | $8,715-98.0% | $11,427-98.5% |