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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 | $152,243 | $72,446+110.1% | $67,561+125.3% | $145,877+4.4% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 4.04% | 7211.98%-7207.9pp | 3525.44%-3521.4pp | 551.28%-547.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,246 | $4,785-32.2% | $4,003-18.9% | $6,691-51.5% |
| Admin fee / account holder | $2 | $5,541-100.0% | $4,006-99.9% | $13,402-100.0% |