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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 | $81,871 | $275,752-70.3% | $256,809-68.1% | $198,609-58.8% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 1.68% | 34.81%-33.1pp | 32.73%-31.0pp | 202.70%-201.0pp |
| Employer contribution / active EE | $1,197 | $7,721-84.5% | $7,263-83.5% | $5,055-76.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |