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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 | $23,528 | $174,379-86.5% | $152,093-84.5% | $138,895-83.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.22% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,838 | $6,159-37.7% | $5,451-29.6% | $6,396-40.0% |
| Admin fee / account holder | $9 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |