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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 | $58,413 | $215,361-72.9% | $171,082-65.9% | $273,972-78.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | -0.01% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $248 | $4,967-95.0% | $4,002-93.8% | $4,869-94.9% |
| Participant deferral / active EE | $5,420 | $5,543-2.2% | $4,797+13.0% | $5,287+2.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |