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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 | $234,273 | $106,280+120.4% | $96,538+142.7% | $139,487+68.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.79% | 38.48%-33.7pp | 35.74%-31.0pp | 373.84%-369.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,351 | $5,457+16.4% | $4,880+30.1% | $6,713-5.4% |
| Admin fee / account holder | $213 | $7,888-97.3% | $6,737-96.8% | $11,407-98.1% |