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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 | $20,745 | $162,136-87.2% | $152,301-86.4% | $154,746-86.6% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 19.63% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $881 | $4,890-82.0% | $4,624-80.9% | $4,379-79.9% |
| Participant deferral / active EE | $5,271 | $8,341-36.8% | $8,004-34.1% | $6,730-21.7% |
| Admin fee / account holder | $218 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |