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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 | $90,992 | $159,934-43.1% | $147,005-38.1% | $145,959-37.7% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 9.13% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $992 | $5,287-81.2% | $4,934-79.9% | $4,661-78.7% |
| Participant deferral / active EE | $7,637 | $8,427-9.4% | $8,070-5.4% | $6,689+14.2% |
| Admin fee / account holder | $222 | $15,053-98.5% | $13,006-98.3% | $13,398-98.3% |