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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 | $51,664 | $160,040-67.7% | $147,096-64.9% | $145,877-64.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.01% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,780 | $8,429-43.3% | $8,071-40.8% | $6,691-28.6% |
| Admin fee / account holder | $41 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |