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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 | $104,740 | $103,393+1.3% | $87,103+20.2% | $152,909-31.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 2.48% | 28.10%-25.6pp | 28.19%-25.7pp | 345.46%-343.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,087 | $4,778+27.4% | $4,049+50.3% | $5,851+4.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |