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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 | $62,040 | $101,069-38.6% | $81,478-23.9% | $147,585-58.0% |
| Participation rate | 76.2% | 74.5%+1.7pp | 68.0%+8.2pp | 82.8%-6.6pp |
| Annual return | 5.95% | 32.40%-26.4pp | 38.78%-32.8pp | 578.57%-572.6pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,444 | $4,242-18.8% | $3,537-2.6% | $5,439-36.7% |
| Admin fee / account holder | $30 | $5,812-99.5% | $4,561-99.3% | $10,885-99.7% |