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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 | $160,070-43.2% | $147,117-38.1% | $145,897-37.6% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 9.13% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $992 | $5,285-81.2% | $4,932-79.9% | $4,663-78.7% |
| Participant deferral / active EE | $7,637 | $8,419-9.3% | $8,065-5.3% | $6,689+14.2% |
| Admin fee / account holder | $222 | $15,035-98.5% | $12,993-98.3% | $13,390-98.3% |