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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 | $155,307 | $154,228+0.7% | $145,433+6.8% | $137,256+13.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 21.45% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,058 | $8,216-38.4% | $7,897-36.0% | $6,407-21.1% |
| Admin fee / account holder | $230 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |