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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 | $120,736 | $72,071+67.5% | $68,368+76.6% | $137,256-12.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.25% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,287 | $4,410+337.4% | $4,123+367.8% | $6,407+201.0% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |