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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 | $157,272 | $107,368+46.5% | $92,915+69.3% | $152,909+2.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 5.50% | 145.64%-140.1pp | 109.45%-103.9pp | 345.46%-340.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,555 | $4,848+55.8% | $4,238+78.3% | $5,851+29.1% |
| Admin fee / account holder | $163 | $7,082-97.7% | $5,796-97.2% | $11,601-98.6% |