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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 | $67,820 | $232,540-70.8% | $185,117-63.4% | $147,586-54.0% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 0.16% | 43.03%-42.9pp | 40.50%-40.3pp | 578.59%-578.4pp |
| Employer contribution / active EE | $253 | $5,195-95.1% | $4,182-94.0% | $4,876-94.8% |
| Participant deferral / active EE | $7,200 | $5,834+23.4% | $5,045+42.7% | $5,439+32.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |