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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 | $17,141 | $174,379-90.2% | $152,093-88.7% | $138,895-87.7% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 25.13% | 74.86%-49.7pp | 66.36%-41.2pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,023 | $6,159-2.2% | $5,451+10.5% | $6,396-5.8% |
| Admin fee / account holder | $110 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |