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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 | $47,336 | $156,970-69.8% | $121,210-60.9% | $139,487-66.1% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 8.86% | 1477.10%-1468.2pp | 987.41%-978.6pp | 373.84%-365.0pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,300 | $4,849-73.2% | $4,084-68.2% | $6,713-80.6% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |