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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 | $38,590 | $175,257-78.0% | $149,717-74.2% | $139,456-72.3% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 7.53% | 166.70%-159.2pp | 134.41%-126.9pp | 373.45%-365.9pp |
| Employer contribution / active EE | $857 | $5,477-84.4% | $4,820-82.2% | $4,753-82.0% |
| Participant deferral / active EE | $3,364 | $6,521-48.4% | $5,682-40.8% | $6,711-49.9% |
| Admin fee / account holder | $5 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |