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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 | $96,913 | $213,785-54.7% | $185,441-47.7% | $155,188-37.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 6.39% | 19.97%-13.6pp | 20.16%-13.8pp | 148.84%-142.4pp |
| Employer contribution / active EE | $1,058 | $5,393-80.4% | $4,672-77.4% | $4,248-75.1% |
| Participant deferral / active EE | $5,090 | $6,864-25.8% | $6,152-17.3% | $6,531-22.1% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |