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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 | $24,259 | $174,379-86.1% | $152,093-84.0% | $138,895-82.5% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 9.87% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,062 | $6,159-66.5% | $5,451-62.2% | $6,396-67.8% |
| Admin fee / account holder | $2 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |