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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 | $67,067 | $160,028-58.1% | $147,080-54.4% | $145,884-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.27% | 98.60%-93.3pp | 420.17%-414.9pp | 551.85%-546.6pp |
| Employer contribution / active EE | $940 | $5,286-82.2% | $4,933-80.9% | $4,662-79.8% |
| Participant deferral / active EE | $15,530 | $8,422+84.4% | $8,066+92.5% | $6,690+132.2% |
| Admin fee / account holder | $40 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |