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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 | $130,275 | $114,130+14.1% | $96,192+35.4% | $167,553-22.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 4.98% | 190.07%-185.1pp | 192.09%-187.1pp | 478.89%-473.9pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,892 | $5,198-25.1% | $4,351-10.6% | $6,343-38.6% |
| Admin fee / account holder | $12 | $6,901-99.8% | $5,539-99.8% | $12,316-99.9% |