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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 | $65,986 | $178,174-63.0% | $156,181-57.8% | $137,256-51.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 21.25% | 84.19%-62.9pp | 64.87%-43.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,908 | $6,888+58.4% | $6,132+77.9% | $6,407+70.3% |
| Admin fee / account holder | $122 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |