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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 | $55,064 | $176,077-68.7% | $159,455-65.5% | $167,518-67.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.32% | 331.83%-323.5pp | 263.63%-255.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.7% |
| Admin fee / account holder | $17 | $12,556-99.9% | $10,800-99.8% | $12,312-99.9% |