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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 | $145,044 | $101,798+42.5% | $165,071-12.1% | $80,935+79.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -0.13% | 16.73%-16.9pp | 70.17%-70.3pp | 35.66%-35.8pp |
| Employer contribution / active EE | $304 | $2,954-89.7% | $4,347-93.0% | $2,757-89.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $248 | $8,221-97.0% | $12,695-98.0% | $6,924-96.4% |