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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 | $130,476 | $197,637-34.0% | $177,848-26.6% | $158,982-17.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.03% | 58.77%-57.7pp | 48.33%-47.3pp | 302.99%-302.0pp |
| Employer contribution / active EE | $753 | $6,698-88.8% | $5,919-87.3% | $4,763-84.2% |
| Participant deferral / active EE | $17,875 | $8,405+112.7% | $7,714+131.7% | $5,983+198.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |