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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 | $180,749+32.5% | $160,784+48.9% | $137,256+74.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 3.97% | 2234.46%-2230.5pp | 1803.92%-1799.9pp | 220.34%-216.4pp |
| Employer contribution / active EE | $312 | $4,155-92.5% | $3,733-91.6% | $4,156-92.5% |
| Participant deferral / active EE | $9,750 | $6,844+42.5% | $6,293+54.9% | $6,407+52.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |