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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 | $22,348 | $88,672-74.8% | $105,223-78.8% | $82,448-72.9% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 11.00% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,087 | $4,036+26.0% | $5,072+0.3% | $4,139+22.9% |
| Admin fee / account holder | $74 | $7,146-99.0% | $8,859-99.2% | $7,234-99.0% |