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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 | $61,484 | $155,555-60.5% | $146,866-58.1% | $155,188-60.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.27% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,480 | $8,044+92.4% | $7,759+99.5% | $6,531+137.0% |
| Admin fee / account holder | $119 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |