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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 | $109,147 | $201,344-45.8% | $184,243-40.8% | $145,877-25.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 8.43% | 29.01%-20.6pp | 28.82%-20.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,015 | $7,022-85.5% | $6,427-84.2% | $4,663-78.2% |
| Participant deferral / active EE | $6,506 | $9,807-33.7% | $9,132-28.8% | $6,691-2.8% |
| Admin fee / account holder | $85 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |