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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 | $118,532 | $213,785-44.6% | $185,441-36.1% | $155,188-23.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.06% | 19.97%-0.9pp | 20.16%-1.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $583 | $5,393-89.2% | $4,672-87.5% | $4,248-86.3% |
| Participant deferral / active EE | $18,988 | $6,864+176.6% | $6,152+208.7% | $6,531+190.7% |
| Admin fee / account holder | $20 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |