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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 | $239,571-69.1% | $183,328-59.6% | $137,256-46.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 1.35% | 35.69%-34.3pp | 29.67%-28.3pp | 220.34%-219.0pp |
| Employer contribution / active EE | $1,213 | $6,148-80.3% | $5,055-76.0% | $4,156-70.8% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |