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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 | $42,145 | $159,978-73.7% | $147,041-71.3% | $145,978-71.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.22% | 98.36%-90.1pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $520 | $5,288-90.2% | $4,935-89.5% | $4,662-88.9% |
| Participant deferral / active EE | $6,240 | $8,429-26.0% | $8,071-22.7% | $6,690-6.7% |
| Admin fee / account holder | $224 | $15,053-98.5% | $13,006-98.3% | $13,400-98.3% |