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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 | $59,417 | $160,028-62.9% | $147,080-59.6% | $145,884-59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.07% | 98.60%-94.5pp | 420.17%-416.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $587 | $5,286-88.9% | $4,933-88.1% | $4,662-87.4% |
| Participant deferral / active EE | $16,550 | $8,422+96.5% | $8,066+105.2% | $6,690+147.4% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |