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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 | $41,672 | $117,895-64.7% | $102,460-59.3% | $145,897-71.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 5.20% | 31.92%-26.7pp | 29.47%-24.3pp | 552.29%-547.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,490 | $5,736-39.2% | $5,056-31.0% | $6,689-47.8% |
| Admin fee / account holder | $265 | $13,353-98.0% | $9,460-97.2% | $13,390-98.0% |