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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 | $181,062-89.3% | $158,223-87.7% | $155,188-87.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 20.02% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,603 | $6,134-57.6% | $5,467-52.4% | $6,531-60.1% |
| Admin fee / account holder | $40 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |