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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 | $88,459 | $81,276+8.8% | $155,574-43.1% | $80,925+9.3% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.7%+4.3pp |
| Annual return | -0.92% | 33.36%-34.3pp | 64.87%-65.8pp | 35.65%-36.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,801 | $3,453-47.8% | $5,629-68.0% | $4,299-58.1% |
| Admin fee / account holder | $271 | $7,993-96.6% | $15,914-98.3% | $6,940-96.1% |