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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 | $54,756 | $48,078+13.9% | $78,676-30.4% | $62,881-12.9% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.6%+0.5pp | 69.3%+4.8pp |
| Annual return | -0.56% | 31.36%-31.9pp | 62.19%-62.8pp | 20.14%-20.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,044 | $2,587+95.0% | $3,517+43.4% | $3,203+57.5% |
| Admin fee / account holder | $254 | $3,206-92.1% | $4,510-94.4% | $4,296-94.1% |