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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 | $107,722 | $209,336-48.5% | $197,124-45.4% | $137,256-21.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 14.25% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,164 | $9,614+78.5% | $9,135+87.9% | $6,407+167.9% |
| Admin fee / account holder | $42 | $17,308-99.8% | $16,298-99.7% | $12,270-99.7% |