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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 | $209,336-60.9% | $197,124-58.5% | $137,256-40.4% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 1.68% | 48.09%-46.4pp | 44.34%-42.7pp | 220.34%-218.7pp |
| Employer contribution / active EE | $1,197 | $6,591-81.8% | $6,227-80.8% | $4,156-71.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |