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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 | $71,867 | $181,062-60.3% | $158,223-54.6% | $155,188-53.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.29% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,906 | $6,134-52.6% | $5,467-46.8% | $6,531-55.5% |
| Admin fee / account holder | $283 | $18,825-98.5% | $16,047-98.2% | $14,480-98.0% |