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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 | $63,047 | $183,592-65.7% | $155,567-59.5% | $145,959-56.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.05% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,342 | $6,464+60.0% | $5,628+83.8% | $6,689+54.6% |
| Admin fee / account holder | $92 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |