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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 | $96,672 | $106,247-9.0% | $96,515+0.2% | $139,466-30.7% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 4.54% | 38.47%-33.9pp | 35.73%-31.2pp | 373.66%-369.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,584 | $5,456-16.0% | $4,880-6.1% | $6,712-31.7% |
| Admin fee / account holder | $3 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |