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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 | $48,712 | $160,040-69.6% | $147,096-66.9% | $145,877-66.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 32.96% | 98.49%-65.5pp | 419.75%-386.8pp | 551.28%-518.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,289 | $8,429-13.5% | $8,071-9.7% | $6,691+8.9% |
| Admin fee / account holder | $244 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |