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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 | $42,474 | $178,174-76.2% | $156,181-72.8% | $137,256-69.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 26.56% | 84.19%-57.6pp | 64.87%-38.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,741 | $6,888-31.2% | $6,132-22.7% | $6,407-26.0% |
| Admin fee / account holder | $135 | $17,404-99.2% | $14,586-99.1% | $12,270-98.9% |