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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 | $124,961 | $148,623-15.9% | $135,974-8.1% | $139,466-10.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 0.41% | 79.30%-78.9pp | 68.30%-67.9pp | 373.66%-373.3pp |
| Employer contribution / active EE | $539 | $5,246-89.7% | $4,859-88.9% | $4,754-88.7% |
| Participant deferral / active EE | $8,000 | $8,103-1.3% | $7,760+3.1% | $6,712+19.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |