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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 | $81,198 | $199,109-59.2% | $173,730-53.3% | $154,746-47.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.14% | 20.02%+0.1pp | 19.96%+0.2pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,867 | $7,113+123.1% | $6,326+150.8% | $6,730+135.8% |
| Admin fee / account holder | $114 | $20,916-99.5% | $17,523-99.3% | $14,365-99.2% |