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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 | $67,435 | $176,794-61.9% | $146,647-54.0% | $167,553-59.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.85% | 24.04%-19.2pp | 22.75%-17.9pp | 478.89%-474.0pp |
| Employer contribution / active EE | $833 | $5,161-83.9% | $4,137-79.9% | $4,840-82.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $269 | $13,262-98.0% | $10,281-97.4% | $12,316-97.8% |