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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 | $19,442 | $174,379-88.9% | $152,093-87.2% | $138,895-86.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 20.02% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,603 | $6,159-57.7% | $5,451-52.2% | $6,396-59.3% |
| Admin fee / account holder | $40 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |