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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 | $141,629 | $150,447-5.9% | $136,298+3.9% | $147,586-4.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.38% | 1049.15%-1044.8pp | 5156.27%-5151.9pp | 578.59%-574.2pp |
| Employer contribution / active EE | $270 | $5,256-94.9% | $4,696-94.2% | $4,876-94.5% |
| Participant deferral / active EE | $10,500 | $6,631+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |