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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 | $65,690 | $157,276-58.2% | $141,177-53.5% | $152,885-57.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.70% | 64.33%-52.6pp | 71.40%-59.7pp | 345.39%-333.7pp |
| Employer contribution / active EE | $422 | $5,262-92.0% | $4,736-91.1% | $4,763-91.1% |
| Participant deferral / active EE | $9,031 | $7,110+27.0% | $6,710+34.6% | $5,851+54.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |