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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 | $171,753 | $124,175+38.3% | $108,405+58.4% | $167,536+2.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.91% | 1380.13%-1373.2pp | 905.55%-898.6pp | 478.82%-471.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,580 | $6,908-48.2% | $6,563-45.5% | $6,342-43.6% |
| Admin fee / account holder | $60 | $9,457-99.4% | $7,297-99.2% | $12,315-99.5% |