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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 | $52,214 | $78,428-33.4% | $95,960-45.6% | $79,852-34.6% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.1%-0.8pp | 69.6%+6.7pp |
| Annual return | 9.31% | 19.37%-10.1pp | 91.63%-82.3pp | 31.72%-22.4pp |
| Employer contribution / active EE | $384 | $1,945-80.3% | $2,541-84.9% | $2,471-84.5% |
| Participant deferral / active EE | $2,899 | $3,440-15.7% | $4,167-30.4% | $3,740-22.5% |
| Admin fee / account holder | $67 | $5,622-98.8% | $6,797-99.0% | $5,306-98.7% |