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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 | $34,967 | $165,399-78.9% | $149,745-76.6% | $158,982-78.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 8.11% | 348.34%-340.2pp | 276.72%-268.6pp | 302.99%-294.9pp |
| Employer contribution / active EE | $878 | $5,105-82.8% | $4,646-81.1% | $4,763-81.6% |
| Participant deferral / active EE | $2,366 | $7,183-67.1% | $6,843-65.4% | $5,983-60.5% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |