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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 | $46,069 | $217,432-78.8% | $185,849-75.2% | $167,536-72.5% |
| Participation rate | 95.7% | 86.1%+9.6pp | 81.7%+13.9pp | 82.1%+13.5pp |
| Annual return | 6.45% | 148.42%-142.0pp | 122.10%-115.6pp | 478.82%-472.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,614 | $6,357-58.9% | $5,569-53.1% | $6,342-58.8% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |