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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 | $216,673 | $165,399+31.0% | $149,745+44.7% | $158,982+36.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.97% | 348.34%-335.4pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $341 | $5,105-93.3% | $4,646-92.7% | $4,763-92.8% |
| Participant deferral / active EE | $4,650 | $7,183-35.3% | $6,843-32.0% | $5,983-22.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |