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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 | $64,859 | $72,465-10.5% | $67,575-4.0% | $145,884-55.5% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 8.72% | 7222.56%-7213.8pp | 3528.98%-3520.3pp | 551.85%-543.1pp |
| Employer contribution / active EE | $4 | $3,074-99.9% | $2,736-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $10,664 | $4,786+122.8% | $4,003+166.4% | $6,690+59.4% |
| Admin fee / account holder | $89 | $5,515-98.4% | $3,993-97.8% | $13,392-99.3% |