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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 | $112,426 | $183,592-38.8% | $155,574-27.7% | $145,877-22.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 7.30% | 61.37%-54.1pp | 64.87%-57.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $881 | $5,317-83.4% | $4,676-81.1% | $4,663-81.1% |
| Participant deferral / active EE | $2,929 | $6,466-54.7% | $5,629-48.0% | $6,691-56.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |