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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 | $25,065 | $157,296-84.1% | $141,191-82.2% | $152,897-83.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 4.47% | 64.34%-59.9pp | 71.41%-66.9pp | 345.43%-341.0pp |
| Employer contribution / active EE | $421 | $5,262-92.0% | $4,736-91.1% | $4,764-91.2% |
| Participant deferral / active EE | $3,330 | $7,111-53.2% | $6,710-50.4% | $5,851-43.1% |
| Admin fee / account holder | $194 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |