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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 | $40,757 | $172,111-76.3% | $150,298-72.9% | $137,256-70.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 3.81% | 69.37%-65.6pp | 62.79%-59.0pp | 220.34%-216.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,329 | $6,166-62.2% | $5,453-57.3% | $6,407-63.6% |
| Admin fee / account holder | $215 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |