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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 | $39,734 | $135,956-70.8% | $123,894-67.9% | $273,972-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.51% | 56.63%-55.1pp | 47.52%-46.0pp | 41.46%-39.9pp |
| Employer contribution / active EE | $422 | $5,170-91.8% | $4,617-90.9% | $4,869-91.3% |
| Participant deferral / active EE | $3,333 | $6,343-47.4% | $5,984-44.3% | $5,287-37.0% |
| Admin fee / account holder | $242 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |