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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 | $149,525 | $117,895+26.8% | $102,460+45.9% | $145,897+2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -1.26% | 31.92%-33.2pp | 29.47%-30.7pp | 552.29%-553.6pp |
| Employer contribution / active EE | $675 | $3,619-81.3% | $3,025-77.7% | $4,663-85.5% |
| Participant deferral / active EE | $6,825 | $5,736+19.0% | $5,056+35.0% | $6,689+2.0% |
| Admin fee / account holder | $32 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |