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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 | $28,275 | $172,111-83.6% | $150,298-81.2% | $137,256-79.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 9.36% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $469 | $4,636-89.9% | $4,154-88.7% | $4,156-88.7% |
| Participant deferral / active EE | $7,625 | $6,166+23.7% | $5,453+39.8% | $6,407+19.0% |
| Admin fee / account holder | $174 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |