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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 | $111,802 | $104,953+6.5% | $84,637+32.1% | $152,909-26.9% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 4.81% | 373.94%-369.1pp | 258.82%-254.0pp | 345.46%-340.7pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,317 | $4,691-29.3% | $3,900-15.0% | $5,851-43.3% |
| Admin fee / account holder | $50 | $6,244-99.2% | $4,914-99.0% | $11,601-99.6% |