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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 | $67,786 | $135,956-50.1% | $123,894-45.3% | $273,972-75.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 1.76% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $122 | $5,170-97.6% | $4,617-97.4% | $4,869-97.5% |
| Participant deferral / active EE | $2,136 | $6,343-66.3% | $5,984-64.3% | $5,287-59.6% |
| Admin fee / account holder | $84 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |