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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 | $90,276 | $83,485+8.1% | $125,195-27.9% | $72,976+23.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 7.16% | 25.77%-18.6pp | 43.79%-36.6pp | 81.02%-73.9pp |
| Employer contribution / active EE | $436 | $2,346-81.4% | $3,866-88.7% | $2,440-82.1% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $246 | $5,518-95.5% | $9,704-97.5% | $5,124-95.2% |