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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 | $32,758 | $185,905-82.4% | $170,057-80.7% | $139,487-76.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 8.39% | 60.56%-52.2pp | 53.42%-45.0pp | 373.84%-365.4pp |
| Employer contribution / active EE | $1,255 | $7,597-83.5% | $6,790-81.5% | $4,755-73.6% |
| Participant deferral / active EE | $10,000 | $11,627-14.0% | $10,411-3.9% | $6,713+49.0% |
| Admin fee / account holder | $56 | $15,397-99.6% | $12,826-99.6% | $11,407-99.5% |