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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 | $98,503 | $117,895-16.4% | $102,460-3.9% | $145,897-32.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.62% | 31.92%-26.3pp | 29.47%-23.9pp | 552.29%-546.7pp |
| Employer contribution / active EE | $500 | $3,619-86.2% | $3,025-83.5% | $4,663-89.3% |
| Participant deferral / active EE | $17,070 | $5,736+197.6% | $5,056+237.6% | $6,689+155.2% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |