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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 | $102,377 | $183,539-44.2% | $155,556-34.2% | $145,897-29.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.45% | 61.31%-54.9pp | 64.84%-58.4pp | 552.29%-545.8pp |
| Employer contribution / active EE | $645 | $5,315-87.9% | $4,675-86.2% | $4,663-86.2% |
| Participant deferral / active EE | $11,022 | $6,467+70.4% | $5,631+95.7% | $6,689+64.8% |
| Admin fee / account holder | $164 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |