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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 | $112,175 | $110,337+1.7% | $102,383+9.6% | $145,877-23.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.94% | 24.83%-20.9pp | 24.94%-21.0pp | 551.28%-547.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,269 | $5,621-6.3% | $5,060+4.1% | $6,691-21.3% |
| Admin fee / account holder | $47 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |