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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 | $48,677 | $155,555-68.7% | $146,866-66.9% | $155,188-68.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.11% | 115.41%-109.3pp | 102.85%-96.7pp | 148.84%-142.7pp |
| Employer contribution / active EE | $722 | $4,647-84.5% | $4,425-83.7% | $4,248-83.0% |
| Participant deferral / active EE | $3,917 | $8,044-51.3% | $7,759-49.5% | $6,531-40.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |