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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 | $19,986 | $154,228-87.0% | $145,433-86.3% | $137,256-85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.21% | 74.59%-70.4pp | 66.58%-62.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $288 | $4,804-94.0% | $4,554-93.7% | $4,156-93.1% |
| Participant deferral / active EE | $4,224 | $8,216-48.6% | $7,897-46.5% | $6,407-34.1% |
| Admin fee / account holder | $122 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |