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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 | $58,559 | $157,276-62.8% | $141,177-58.5% | $152,885-61.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.38% | 64.33%-56.0pp | 71.40%-63.0pp | 345.39%-337.0pp |
| Employer contribution / active EE | $327 | $5,262-93.8% | $4,736-93.1% | $4,763-93.1% |
| Participant deferral / active EE | $3,267 | $7,110-54.1% | $6,710-51.3% | $5,851-44.2% |
| Admin fee / account holder | $21 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |