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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 | $76,992 | $183,539-58.1% | $155,556-50.5% | $145,897-47.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.24% | 61.31%-55.1pp | 64.84%-58.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $875 | $5,315-83.5% | $4,675-81.3% | $4,663-81.2% |
| Participant deferral / active EE | $8,055 | $6,467+24.5% | $5,631+43.0% | $6,689+20.4% |
| Admin fee / account holder | $50 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |