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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 | $115,317 | $106,008+8.8% | $92,240+25.0% | $147,586-21.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.72% | 50.05%-33.3pp | 176.29%-159.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $529 | $4,333-87.8% | $3,680-85.6% | $4,876-89.2% |
| Participant deferral / active EE | $3,268 | $4,478-27.0% | $3,897-16.2% | $5,439-39.9% |
| Admin fee / account holder | -$102 | $6,333-101.6% | $5,194-102.0% | $10,886-100.9% |