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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 | $239,364 | $55,902+328.2% | $76,030+214.8% | $80,959+195.7% |
| Participation rate | 86.8% | 62.1%+24.8pp | 69.1%+17.8pp | 67.7%+19.2pp |
| Annual return | 9.12% | 20.59%-11.5pp | 361.54%-352.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,406 | $3,051+44.4% | $4,257+3.5% | $4,300+2.4% |
| Admin fee / account holder | $269 | $5,239-94.9% | $6,421-95.8% | $6,925-96.1% |