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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 | $154,465 | $157,304-1.8% | $141,197+9.4% | $152,909+1.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.10% | 64.34%-42.2pp | 71.41%-49.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $797 | $5,263-84.9% | $4,736-83.2% | $4,764-83.3% |
| Participant deferral / active EE | $5,213 | $7,111-26.7% | $6,710-22.3% | $5,851-10.9% |
| Admin fee / account holder | $44 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |