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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 | $72,446-10.5% | $67,561-4.0% | $145,877-55.5% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 8.72% | 7211.98%-7203.3pp | 3525.44%-3516.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $4 | $3,072-99.9% | $2,735-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $10,664 | $4,785+122.9% | $4,003+166.4% | $6,691+59.4% |
| Admin fee / account holder | $89 | $5,541-98.4% | $4,006-97.8% | $13,402-99.3% |