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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 | $204,629 | $110,212+85.7% | $96,534+112.0% | $139,466+46.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 8.42% | 26.42%-18.0pp | 25.88%-17.5pp | 373.66%-365.2pp |
| Employer contribution / active EE | $16 | $3,620-99.6% | $2,965-99.5% | $4,754-99.7% |
| Participant deferral / active EE | $4,727 | $5,547-14.8% | $4,851-2.6% | $6,712-29.6% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |