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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 | $37,003 | $202,342-81.7% | $172,752-78.6% | $152,897-75.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.00% | 1029.83%-1021.8pp | 802.97%-795.0pp | 345.43%-337.4pp |
| Employer contribution / active EE | $306 | $5,858-94.8% | $5,144-94.1% | $4,764-93.6% |
| Participant deferral / active EE | $8,000 | $5,948+34.5% | $5,198+53.9% | $5,851+36.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |