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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 | $39,631 | $176,077-77.5% | $159,455-75.1% | $167,518-76.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.10% | 331.83%-323.7pp | 263.63%-255.5pp | 478.71%-470.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,684 | $7,751-52.5% | $7,353-49.9% | $6,342-41.9% |
| Admin fee / account holder | $124 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |