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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 | $108,640 | $86,701+25.3% | $73,309+48.2% | $125,389-13.4% |
| Participation rate | 70.6% | 78.6%-8.0pp | 74.9%-4.3pp | 83.2%-12.6pp |
| Annual return | -4.17% | 2.78%-7.0pp | 5.67%-9.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,172 | $5,549-6.8% | $4,991+3.6% | $5,352-3.4% |
| Admin fee / account holder | $69 | $7,768-99.1% | $5,635-98.8% | $9,541-99.3% |