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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 | $51,372 | $148,623-65.4% | $135,974-62.2% | $139,466-63.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.42% | 79.30%-68.9pp | 68.30%-57.9pp | 373.66%-363.2pp |
| Employer contribution / active EE | $850 | $5,246-83.8% | $4,859-82.5% | $4,754-82.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $188 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |