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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 | $82,365 | $105,864-22.2% | $90,162-8.6% | $147,585-44.2% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 16.06% | 37.63%-21.6pp | 34.88%-18.8pp | 578.57%-562.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,242 | $5,733-26.0% | $5,287-19.8% | $5,439-22.0% |
| Admin fee / account holder | $259 | $8,046-96.8% | $5,943-95.6% | $10,885-97.6% |