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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 | $83,416 | $202,342-58.8% | $172,753-51.7% | $152,909-45.4% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.5%+1.8pp |
| Annual return | 5.04% | 1029.88%-1024.8pp | 803.00%-798.0pp | 345.46%-340.4pp |
| Employer contribution / active EE | $1,165 | $5,857-80.1% | $5,144-77.4% | $4,764-75.6% |
| Participant deferral / active EE | $3,208 | $5,948-46.1% | $5,198-38.3% | $5,851-45.2% |
| Admin fee / account holder | $19 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |