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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 | $67,857 | $201,370-66.3% | $184,256-63.2% | $145,897-53.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.63% | 29.05%-29.7pp | 28.85%-29.5pp | 552.29%-552.9pp |
| Employer contribution / active EE | $1,029 | $7,024-85.3% | $6,427-84.0% | $4,663-77.9% |
| Participant deferral / active EE | $15,193 | $9,808+54.9% | $9,133+66.3% | $6,689+127.1% |
| Admin fee / account holder | $99 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |