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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 | $75,349 | $183,627-59.0% | $155,602-51.6% | $145,978-48.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 0.37% | 61.32%-60.9pp | 64.81%-64.4pp | 550.52%-550.1pp |
| Employer contribution / active EE | $286 | $5,316-94.6% | $4,675-93.9% | $4,662-93.9% |
| Participant deferral / active EE | $14,375 | $6,466+122.3% | $5,629+155.4% | $6,690+114.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |