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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 | $39,179 | $162,136-75.8% | $152,301-74.3% | $154,746-74.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 39.65% | 91.02%-51.4pp | 80.50%-40.8pp | 172.34%-132.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $21,800 | $8,341+161.4% | $8,004+172.4% | $6,730+223.9% |
| Admin fee / account holder | $207 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |