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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 | $136,390 | $117,829+15.8% | $102,423+33.2% | $145,877-6.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.54% | 31.83%-29.3pp | 29.42%-26.9pp | 551.28%-548.7pp |
| Employer contribution / active EE | $664 | $3,615-81.6% | $3,023-78.0% | $4,663-85.8% |
| Participant deferral / active EE | $5,184 | $5,732-9.6% | $5,054+2.6% | $6,691-22.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |