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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 | $65,033 | $196,972-67.0% | $182,262-64.3% | $198,609-67.3% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 19.43% | 158.27%-138.8pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,145 | $8,643+52.1% | $8,276+58.8% | $6,977+88.4% |
| Admin fee / account holder | $122 | $18,429-99.3% | $16,712-99.3% | $19,030-99.4% |