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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 | $92,160 | $124,425-25.9% | $112,040-17.7% | $137,256-32.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.87% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $727 | $3,411-78.7% | $2,954-75.4% | $4,156-82.5% |
| Participant deferral / active EE | $3,596 | $5,718-37.1% | $5,098-29.5% | $6,407-43.9% |
| Admin fee / account holder | $9 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |