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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 | $24,012 | $156,398-84.6% | $147,318-83.7% | $138,895-82.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.21% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,770 | $8,237-5.7% | $7,906-1.7% | $6,396+21.5% |
| Admin fee / account holder | $66 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |