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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 | $139,510 | $174,379-20.0% | $152,093-8.3% | $138,895+0.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.70% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,551 | $6,159-42.3% | $5,451-34.9% | $6,396-44.5% |
| Admin fee / account holder | $73 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |