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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 | $187,188 | $148,623+25.9% | $135,974+37.7% | $139,466+34.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.64% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,029 | $8,103-50.3% | $7,760-48.1% | $6,712-40.0% |
| Admin fee / account holder | $242 | $12,406-98.0% | $10,767-97.7% | $11,409-97.9% |