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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 | $223,823-63.4% | $211,142-61.2% | $154,746-47.1% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 1.68% | 50.39%-48.7pp | 46.84%-45.2pp | 172.34%-170.7pp |
| Employer contribution / active EE | $1,197 | $6,787-82.4% | $6,442-81.4% | $4,379-72.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |