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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 | $98,081 | $202,342-51.5% | $172,753-43.2% | $152,909-35.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 1.81% | 1029.88%-1028.1pp | 803.00%-801.2pp | 345.46%-343.7pp |
| Employer contribution / active EE | $626 | $5,857-89.3% | $5,144-87.8% | $4,764-86.9% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,851+22.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |