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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 | $156,398-58.4% | $147,318-55.9% | $138,895-53.2% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 19.43% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,145 | $8,237+59.6% | $7,906+66.3% | $6,396+105.5% |
| Admin fee / account holder | $122 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |