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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 | $239,436 | $208,088+15.1% | $186,193+28.6% | $154,746+54.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 3.97% | 89.97%-86.0pp | 78.03%-74.1pp | 172.34%-168.4pp |
| Employer contribution / active EE | $312 | $4,340-92.8% | $3,918-92.0% | $4,379-92.9% |
| Participant deferral / active EE | $9,750 | $7,078+37.8% | $6,513+49.7% | $6,730+44.9% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |