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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 | $25,060 | $208,088-88.0% | $186,193-86.5% | $154,746-83.8% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.1%+4.1pp | 80.7%+0.5pp |
| Annual return | 23.01% | 89.97%-67.0pp | 78.03%-55.0pp | 172.34%-149.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,320 | $7,078+31.7% | $6,513+43.1% | $6,730+38.5% |
| Admin fee / account holder | $104 | $11,698-99.1% | $11,058-99.1% | $14,365-99.3% |