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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 | $77,620 | $181,896-57.3% | $156,551-50.4% | $273,972-71.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.10% | 30.74%-29.6pp | 32.23%-31.1pp | 41.46%-40.4pp |
| Employer contribution / active EE | -$538 | $6,248-108.6% | $5,501-109.8% | $4,869-111.1% |
| Participant deferral / active EE | $5,300 | $5,550-4.5% | $4,871+8.8% | $5,287+0.2% |
| Admin fee / account holder | $1 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |