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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 | $157,745 | $162,136-2.7% | $152,301+3.6% | $154,746+1.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.78% | 91.02%-83.2pp | 80.50%-72.7pp | 172.34%-164.6pp |
| Employer contribution / active EE | $706 | $4,890-85.6% | $4,624-84.7% | $4,379-83.9% |
| Participant deferral / active EE | $6,000 | $8,341-28.1% | $8,004-25.0% | $6,730-10.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |