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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 | $152,804 | $201,370-24.1% | $184,256-17.1% | $145,897+4.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.92% | 29.05%-20.1pp | 28.85%-19.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,345 | $7,024-80.8% | $6,427-79.1% | $4,663-71.1% |
| Participant deferral / active EE | $9,525 | $9,808-2.9% | $9,133+4.3% | $6,689+42.4% |
| Admin fee / account holder | $29 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |