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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 | $137,566 | $157,304-12.5% | $141,197-2.6% | $152,909-10.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.37% | 64.34%-60.0pp | 71.41%-67.0pp | 345.46%-341.1pp |
| Employer contribution / active EE | $216 | $5,263-95.9% | $4,736-95.4% | $4,764-95.5% |
| Participant deferral / active EE | $12,600 | $7,111+77.2% | $6,710+87.8% | $5,851+115.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |