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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 | $17,205 | $185,312-90.7% | $161,489-89.3% | $154,746-88.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | -6.33% | 103.84%-110.2pp | 89.72%-96.1pp | 172.34%-178.7pp |
| Employer contribution / active EE | $965 | $4,769-79.8% | $4,268-77.4% | $4,379-78.0% |
| Participant deferral / active EE | $2,802 | $6,350-55.9% | $5,630-50.2% | $6,730-58.4% |
| Admin fee / account holder | $241 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |