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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 | $185,312-84.7% | $161,489-82.5% | $154,746-81.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 9.36% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $469 | $4,769-90.2% | $4,268-89.0% | $4,379-89.3% |
| Participant deferral / active EE | $7,625 | $6,350+20.1% | $5,630+35.4% | $6,730+13.3% |
| Admin fee / account holder | $174 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |