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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 | $43,814 | $217,432-79.8% | $185,849-76.4% | $167,536-73.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.64% | 148.42%-139.8pp | 122.10%-113.5pp | 478.82%-470.2pp |
| Employer contribution / active EE | $852 | $5,875-85.5% | $5,169-83.5% | $4,839-82.4% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $171 | $19,818-99.1% | $16,244-98.9% | $12,315-98.6% |