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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 | $124,723 | $197,637-36.9% | $177,848-29.9% | $158,982-21.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.88% | 58.77%-46.9pp | 48.33%-36.4pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,404 | $6,698-79.0% | $5,919-76.3% | $4,763-70.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |