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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 | $33,495 | $159,978-79.1% | $147,041-77.2% | $145,978-77.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.55% | 98.36%-82.8pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,536 | $8,429+1.3% | $8,071+5.8% | $6,690+27.6% |
| Admin fee / account holder | $33 | $15,053-99.8% | $13,006-99.7% | $13,400-99.8% |