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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 | $41,705 | $153,769-72.9% | $133,975-68.9% | $273,972-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.06% | 36.51%-34.5pp | 29.29%-27.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $838 | $6,029-86.1% | $5,211-83.9% | $4,869-82.8% |
| Participant deferral / active EE | $2,799 | $6,958-59.8% | $6,282-55.4% | $5,287-47.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |