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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 | $94,442 | $172,111-45.1% | $150,298-37.2% | $137,256-31.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.35% | 69.37%-66.0pp | 62.79%-59.4pp | 220.34%-217.0pp |
| Employer contribution / active EE | $352 | $4,636-92.4% | $4,154-91.5% | $4,156-91.5% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $281 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |