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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 | $73,262 | $65,361+12.1% | $92,903-21.1% | $72,983+0.4% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 3.37% | 42.11%-38.7pp | 109.43%-106.1pp | 81.01%-77.6pp |
| Employer contribution / active EE | $521 | $2,594-79.9% | $3,653-85.7% | $2,440-78.6% |
| Participant deferral / active EE | $2,085 | $3,128-33.4% | $4,238-50.8% | $3,608-42.2% |
| Admin fee / account holder | $214 | $4,251-95.0% | $5,795-96.3% | $5,124-95.8% |