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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 | $34,777 | $183,592-81.1% | $155,574-77.6% | $145,877-76.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 8.56% | 61.37%-52.8pp | 64.87%-56.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $705 | $5,317-86.7% | $4,676-84.9% | $4,663-84.9% |
| Participant deferral / active EE | $2,048 | $6,466-68.3% | $5,629-63.6% | $6,691-69.4% |
| Admin fee / account holder | $190 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |