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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 | $21,411 | $181,062-88.2% | $158,223-86.5% | $155,188-86.2% |
| Participation rate | 86.4% | 82.7%+3.7pp | 79.2%+7.2pp | 80.8%+5.6pp |
| Annual return | 113.36% | 57.39%+56.0pp | 52.09%+61.3pp | 148.84%-35.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,448 | $6,134-11.2% | $5,467-0.3% | $6,531-16.6% |
| Admin fee / account holder | $40 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |