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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 | $83,876 | $89,370-6.1% | $141,197-40.6% | $72,976+14.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.35% | 111.88%-93.5pp | 71.41%-53.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $400 | $3,115-87.2% | $4,736-91.6% | $2,440-83.6% |
| Participant deferral / active EE | $5,463 | $5,419+0.8% | $6,710-18.6% | $3,608+51.4% |
| Admin fee / account holder | $17 | $5,957-99.7% | $10,265-99.8% | $5,124-99.7% |