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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 | $99,744 | $185,312-46.2% | $161,489-38.2% | $154,746-35.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 6.32% | 103.84%-97.5pp | 89.72%-83.4pp | 172.34%-166.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,216 | $6,350+29.4% | $5,630+45.9% | $6,730+22.1% |
| Admin fee / account holder | $8 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |