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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 | $82,624 | $77,449+6.7% | $69,483+18.9% | $152,909-46.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 4.31% | 39.09%-34.8pp | 28.99%-24.7pp | 345.46%-341.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,997 | $4,415-54.8% | $3,537-43.5% | $5,851-65.9% |
| Admin fee / account holder | $235 | $6,210-96.2% | $3,841-93.9% | $11,601-98.0% |