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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 | $29,641 | $183,592-83.9% | $155,567-80.9% | $145,959-79.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.47% | 61.24%-42.8pp | 64.74%-46.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,799 | $6,464+5.2% | $5,628+20.8% | $6,689+1.7% |
| Admin fee / account holder | $143 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |