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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 | $29,162 | $107,944-73.0% | $91,994-68.3% | $152,885-80.9% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.5%+5.0pp |
| Annual return | 12.29% | 89.26%-77.0pp | 69.03%-56.7pp | 345.39%-333.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,341 | $6,365-31.8% | $5,923-26.7% | $5,851-25.8% |
| Admin fee / account holder | $11 | $10,521-99.9% | $7,743-99.9% | $11,598-99.9% |