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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 | $23,531 | $97,289-75.8% | $92,805-74.6% | $155,188-84.8% |
| Participation rate | 84.6% | 84.2%+0.4pp | 83.5%+1.1pp | 80.8%+3.8pp |
| Annual return | 36.34% | 29.03%+7.3pp | 31.59%+4.8pp | 148.84%-112.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,358 | $8,795+29.1% | $8,448+34.5% | $6,531+73.9% |
| Admin fee / account holder | $32 | $12,015-99.7% | $10,911-99.7% | $14,480-99.8% |