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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,691 | $116,190-2.2% | $93,614+21.4% | $152,885-25.6% |
| Participation rate | 77.3% | 78.0%-0.8pp | 75.8%+1.4pp | 82.5%-5.2pp |
| Annual return | 5.50% | 35.96%-30.5pp | 32.76%-27.3pp | 345.39%-339.9pp |
| Employer contribution / active EE | $509 | $3,219-84.2% | $2,718-81.3% | $4,763-89.3% |
| Participant deferral / active EE | $3,515 | $4,604-23.6% | $4,069-13.6% | $5,851-39.9% |
| Admin fee / account holder | $183 | $10,749-98.3% | $7,889-97.7% | $11,598-98.4% |