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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 | $120,882 | $105,866+14.2% | $90,766+33.2% | $134,545-10.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.89% | -10.99%-3.9pp | -12.16%-2.7pp | 418.37%-433.3pp |
| Employer contribution / active EE | $100 | $3,464-97.1% | $2,922-96.6% | $4,742-97.9% |
| Participant deferral / active EE | $18,000 | $5,217+245.0% | $4,565+294.3% | $6,401+181.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |