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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 | $158,464 | $107,666+47.2% | $102,184+55.1% | $154,746+2.4% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 25.11% | 29.33%-4.2pp | 31.58%-6.5pp | 172.34%-147.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $54,800 | $8,719+528.5% | $8,309+559.5% | $6,730+714.2% |
| Admin fee / account holder | $83 | $12,943-99.4% | $11,609-99.3% | $14,365-99.4% |