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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 | $160,040-43.1% | $147,096-38.1% | $145,877-37.6% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 9.13% | 98.49%-89.4pp | 419.75%-410.6pp | 551.28%-542.2pp |
| Employer contribution / active EE | $992 | $5,289-81.2% | $4,936-79.9% | $4,663-78.7% |
| Participant deferral / active EE | $7,637 | $8,429-9.4% | $8,071-5.4% | $6,691+14.1% |
| Admin fee / account holder | $222 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |