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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 | $42,026 | $165,399-74.6% | $149,745-71.9% | $158,982-73.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 1.34% | 348.34%-347.0pp | 276.72%-275.4pp | 302.99%-301.7pp |
| Employer contribution / active EE | $508 | $5,105-90.1% | $4,646-89.1% | $4,763-89.3% |
| Participant deferral / active EE | $2,942 | $7,183-59.0% | $6,843-57.0% | $5,983-50.8% |
| Admin fee / account holder | $278 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |