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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 | $114,201 | $43,075+165.1% | $74,577+53.1% | $62,881+81.6% |
| Participation rate | 84.0% | 58.1%+25.9pp | 68.1%+15.9pp | 69.3%+14.7pp |
| Annual return | 2.08% | 17.50%-15.4pp | 20.47%-18.4pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,922 | $2,389+189.7% | $3,458+100.2% | $3,203+116.1% |
| Admin fee / account holder | $245 | $2,840-91.4% | $4,138-94.1% | $4,296-94.3% |