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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 | $74,112 | $217,427-65.9% | $185,837-60.1% | $167,518-55.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.02% | 148.39%-147.4pp | 122.08%-121.1pp | 478.71%-477.7pp |
| Employer contribution / active EE | $1,040 | $5,874-82.3% | $5,168-79.9% | $4,838-78.5% |
| Participant deferral / active EE | $5,330 | $6,357-16.2% | $5,568-4.3% | $6,342-16.0% |
| Admin fee / account holder | $24 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |