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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 | $97,786 | $93,117+5.0% | $77,096+26.8% | $134,532-27.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | 30.57% | 62.67%-32.1pp | 42.35%-11.8pp | 418.27%-387.7pp |
| Employer contribution / active EE | $71 | $3,420-97.9% | $2,814-97.5% | $4,741-98.5% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |