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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 | $69,829 | $110,212-36.6% | $96,534-27.7% | $139,466-49.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.32% | 26.42%-20.1pp | 25.88%-19.6pp | 373.66%-367.3pp |
| Employer contribution / active EE | $554 | $3,620-84.7% | $2,965-81.3% | $4,754-88.3% |
| Participant deferral / active EE | $4,993 | $5,547-10.0% | $4,851+2.9% | $6,712-25.6% |
| Admin fee / account holder | $10 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |