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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 | $62,436 | $156,398-60.1% | $147,318-57.6% | $138,895-55.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 8.59% | 78.75%-70.2pp | 70.43%-61.8pp | 145.39%-136.8pp |
| Employer contribution / active EE | $890 | $4,853-81.7% | $4,593-80.6% | $4,194-78.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $181 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |