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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 | $78,109 | $97,125-19.6% | $86,233-9.4% | $137,256-43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.62% | 74.19%-66.6pp | 61.39%-53.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $100 | $2,841-96.5% | $2,504-96.0% | $4,156-97.6% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |