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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 | $91,725 | $58,258+57.4% | $81,820+12.1% | $80,925+13.3% |
| Participation rate | 92.9% | 63.5%+29.4pp | 72.4%+20.5pp | 67.7%+25.2pp |
| Annual return | 18.30% | 41.76%-23.5pp | 777.93%-759.6pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,525 | $3,284+190.1% | $4,323+120.4% | $4,299+121.6% |
| Admin fee / account holder | $87 | $4,976-98.2% | $7,391-98.8% | $6,940-98.7% |