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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 | $164,744 | $99,345+65.8% | $84,753+94.4% | $273,972-39.9% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 0.13% | 22.93%-22.8pp | 22.78%-22.7pp | 41.46%-41.3pp |
| Employer contribution / active EE | $351 | $4,214-91.7% | $3,574-90.2% | $4,869-92.8% |
| Participant deferral / active EE | $4,304 | $4,270+0.8% | $3,712+16.0% | $5,287-18.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |