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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 | $23,237 | $110,307-78.9% | $96,576-75.9% | $139,456-83.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 0.15% | 26.40%-26.2pp | 25.87%-25.7pp | 373.45%-373.3pp |
| Employer contribution / active EE | $492 | $3,619-86.4% | $2,965-83.4% | $4,753-89.7% |
| Participant deferral / active EE | $3,333 | $5,547-39.9% | $4,851-31.3% | $6,711-50.3% |
| Admin fee / account holder | $72 | $11,597-99.4% | $8,253-99.1% | $11,407-99.4% |