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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 | $103,688 | $88,707+16.9% | $74,184+39.8% | $273,972-62.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -0.70% | 11.94%-12.6pp | 17.74%-18.4pp | 41.46%-42.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,337 | $4,212-20.8% | $3,550-6.0% | $5,287-36.9% |
| Admin fee / account holder | $78 | $8,717-99.1% | $5,586-98.6% | $10,133-99.2% |