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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 | $219,882 | $154,228+42.6% | $145,433+51.2% | $137,256+60.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.07% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $566 | $4,804-88.2% | $4,554-87.6% | $4,156-86.4% |
| Participant deferral / active EE | $14,188 | $8,216+72.7% | $7,897+79.6% | $6,407+121.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |