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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 | $61,034 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 23.91% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,074 | $8,216+71.3% | $7,897+78.2% | $6,407+119.7% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |