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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 | $66,732 | $181,896-63.3% | $156,551-57.4% | $273,972-75.6% |
| Participation rate | 70.8% | 88.4%-17.6pp | 84.0%-13.2pp | 83.0%-12.2pp |
| Annual return | 2.63% | 30.74%-28.1pp | 32.23%-29.6pp | 41.46%-38.8pp |
| Employer contribution / active EE | $590 | $6,248-90.6% | $5,501-89.3% | $4,869-87.9% |
| Participant deferral / active EE | $2,360 | $5,550-57.5% | $4,871-51.6% | $5,287-55.4% |
| Admin fee / account holder | $271 | $15,560-98.3% | $13,028-97.9% | $10,133-97.3% |