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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 | $26,868 | $165,361-83.8% | $149,715-82.1% | $158,950-83.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.21% | 348.24%-337.0pp | 276.66%-265.5pp | 302.91%-291.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,085 | $7,182-29.2% | $6,842-25.7% | $5,983-15.0% |
| Admin fee / account holder | $142 | $10,808-98.7% | $9,310-98.5% | $11,248-98.7% |