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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 | $42,252 | $159,978-73.6% | $147,041-71.3% | $145,978-71.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.54% | 98.36%-92.8pp | 419.21%-413.7pp | 550.52%-545.0pp |
| Employer contribution / active EE | $665 | $5,288-87.4% | $4,935-86.5% | $4,662-85.7% |
| Participant deferral / active EE | $7,876 | $8,429-6.6% | $8,071-2.4% | $6,690+17.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |