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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 | $20,573 | $111,814-81.6% | $103,378-80.1% | $145,978-85.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 19.03% | 24.80%-5.8pp | 24.91%-5.9pp | 550.52%-531.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,450 | $5,618-56.4% | $5,058-51.6% | $6,690-63.4% |
| Admin fee / account holder | $118 | $9,764-98.8% | $8,401-98.6% | $13,400-99.1% |