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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 | $73,987 | $282,059-73.8% | $213,469-65.3% | $154,746-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 1.35% | 20.90%-19.5pp | 20.58%-19.2pp | 172.34%-171.0pp |
| Employer contribution / active EE | $1,213 | $6,189-80.4% | $4,994-75.7% | $4,379-72.3% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $37,435-100.0% | $27,141-100.0% | $14,365-100.0% |