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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 | $28,745 | $178,174-83.9% | $156,181-81.6% | $137,256-79.1% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.8%+7.5pp | 80.0%+6.4pp |
| Annual return | 22.94% | 84.19%-61.2pp | 64.87%-41.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $873 | $4,972-82.4% | $4,294-79.7% | $4,156-79.0% |
| Participant deferral / active EE | $5,404 | $6,888-21.5% | $6,132-11.9% | $6,407-15.7% |
| Admin fee / account holder | $19 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |