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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 | $74,889 | $209,422-64.2% | $178,503-58.0% | $158,982-52.9% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 1.91% | 188.81%-186.9pp | 151.12%-149.2pp | 302.99%-301.1pp |
| Employer contribution / active EE | $199 | $5,707-96.5% | $5,011-96.0% | $4,763-95.8% |
| Participant deferral / active EE | $2,021 | $5,955-66.1% | $5,202-61.1% | $5,983-66.2% |
| Admin fee / account holder | $27 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |