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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 | $146,785 | $150,412-2.4% | $120,574+21.7% | $145,884+0.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.80% | 154.50%-140.7pp | 107.42%-93.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $639 | $4,355-85.3% | $3,471-81.6% | $4,662-86.3% |
| Participant deferral / active EE | $5,600 | $6,175-9.3% | $4,996+12.1% | $6,690-16.3% |
| Admin fee / account holder | $266 | $12,224-97.8% | $9,445-97.2% | $13,392-98.0% |