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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 | $120,386 | $109,411+10.0% | $89,435+34.6% | $158,982-24.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 4.62% | 345.68%-341.1pp | 245.55%-240.9pp | 302.99%-298.4pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,417 | $4,600-25.7% | $3,890-12.2% | $5,983-42.9% |
| Admin fee / account holder | $12 | $6,159-99.8% | $4,884-99.7% | $11,252-99.9% |