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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 | $107,426 | $153,769-30.1% | $133,975-19.8% | $273,972-60.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 2.31% | 36.51%-34.2pp | 29.29%-27.0pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,130 | $6,958+88.7% | $6,282+109.0% | $5,287+148.3% |
| Admin fee / account holder | $236 | $11,765-98.0% | $9,324-97.5% | $10,133-97.7% |