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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 | $18,295 | $121,677-85.0% | $104,625-82.5% | $158,966-88.5% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 1.11% | 465.58%-464.5pp | 340.60%-339.5pp | 302.95%-301.8pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,431 | $4,175+6.1% | $3,738+18.6% | $5,983-25.9% |
| Admin fee / account holder | $144 | $7,777-98.1% | $6,465-97.8% | $11,250-98.7% |