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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 | $225,815 | $166,020+36.0% | $164,866+37.0% | $145,959+54.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 88.19% | 100.08%-11.9pp | 69.97%+18.2pp | 561.95%-473.8pp |
| Employer contribution / active EE | $250 | $5,275-95.3% | $4,343-94.2% | $4,661-94.6% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |