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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 | $37,271 | $181,062-79.4% | $158,223-76.4% | $155,188-76.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 4.64% | 57.39%-52.7pp | 52.09%-47.5pp | 148.84%-144.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,911 | $6,134-52.5% | $5,467-46.7% | $6,531-55.4% |
| Admin fee / account holder | $14 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |