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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 | $180,571 | $156,398+15.5% | $147,318+22.6% | $138,895+30.0% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 17.09% | 78.75%-61.7pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,197 | $8,237-61.2% | $7,906-59.6% | $6,396-50.0% |
| Admin fee / account holder | $25 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |