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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 | $79,506 | $185,312-57.1% | $161,489-50.8% | $154,746-48.6% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 19.60% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,164 | $6,350+107.3% | $5,630+133.8% | $6,730+95.6% |
| Admin fee / account holder | $94 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |