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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 | $104,353 | $155,555-32.9% | $146,866-28.9% | $155,188-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.81% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,466 | $8,044+92.3% | $7,759+99.3% | $6,531+136.8% |
| Admin fee / account holder | $94 | $14,755-99.4% | $13,620-99.3% | $14,480-99.3% |