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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 | $239,241 | $209,336+14.3% | $197,124+21.4% | $137,256+74.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.72% | 48.09%-40.4pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,128 | $6,591-82.9% | $6,227-81.9% | $4,156-72.9% |
| Participant deferral / active EE | $10,925 | $9,614+13.6% | $9,135+19.6% | $6,407+70.5% |
| Admin fee / account holder | $7 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |