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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 | $86,988 | $202,342-57.0% | $172,753-49.6% | $152,909-43.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.43% | 1029.88%-1019.4pp | 803.00%-792.6pp | 345.46%-335.0pp |
| Employer contribution / active EE | $915 | $5,857-84.4% | $5,144-82.2% | $4,764-80.8% |
| Participant deferral / active EE | $3,624 | $5,948-39.1% | $5,198-30.3% | $5,851-38.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |