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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 | $29,920 | $148,582-79.9% | $135,942-78.0% | $139,456-78.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -4.07% | 79.26%-83.3pp | 68.28%-72.3pp | 373.45%-377.5pp |
| Employer contribution / active EE | $686 | $5,245-86.9% | $4,858-85.9% | $4,753-85.6% |
| Participant deferral / active EE | $11,665 | $8,101+44.0% | $7,759+50.3% | $6,711+73.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |