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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 | $183,516-44.2% | $155,534-34.2% | $145,884-29.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.45% | 61.43%-55.0pp | 64.92%-58.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $645 | $5,315-87.9% | $4,675-86.2% | $4,662-86.2% |
| Participant deferral / active EE | $11,022 | $6,467+70.4% | $5,630+95.8% | $6,690+64.8% |
| Admin fee / account holder | $164 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |