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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 | $84,720 | $160,070-47.1% | $147,117-42.4% | $145,897-41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.35% | 98.69%-75.3pp | 420.54%-397.2pp | 552.29%-528.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,117 | $8,419+67.7% | $8,065+75.0% | $6,689+111.0% |
| Admin fee / account holder | $69 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |