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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 | $133,134 | $113,941+16.8% | $94,229+41.3% | $125,389+6.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.36% | 5.29%-9.6pp | 10.68%-15.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $387 | $4,727-91.8% | $3,587-89.2% | $4,866-92.0% |
| Participant deferral / active EE | $16,000 | $5,179+208.9% | $4,320+270.3% | $5,352+199.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |