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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 | $59,369 | $65,364-9.2% | $92,909-36.1% | $72,975-18.6% |
| Participation rate | 87.0% | 68.3%+18.6pp | 76.0%+11.0pp | 69.5%+17.5pp |
| Annual return | 6.52% | 42.11%-35.6pp | 109.44%-102.9pp | 81.01%-74.5pp |
| Employer contribution / active EE | $54 | $2,594-97.9% | $3,653-98.5% | $2,440-97.8% |
| Participant deferral / active EE | $3,443 | $3,128+10.1% | $4,238-18.8% | $3,608-4.6% |
| Admin fee / account holder | $246 | $4,251-94.2% | $5,795-95.8% | $5,124-95.2% |