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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 | $35,615 | $168,635-78.9% | $147,617-75.9% | $125,389-71.6% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -6.93% | 77.65%-84.6pp | 61.98%-68.9pp | 282.24%-289.2pp |
| Employer contribution / active EE | $1,025 | $6,252-83.6% | $5,564-81.6% | $4,866-78.9% |
| Participant deferral / active EE | $5,178 | $5,507-6.0% | $4,895+5.8% | $5,352-3.2% |
| Admin fee / account holder | $36 | $13,580-99.7% | $11,612-99.7% | $9,541-99.6% |