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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 | $128,526 | $99,017+29.8% | $86,587+48.4% | $147,585-12.9% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 7.09% | 1312.37%-1305.3pp | 964.86%-957.8pp | 578.56%-571.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,208 | $3,972+157.0% | $3,609+182.9% | $5,439+87.7% |
| Admin fee / account holder | $157 | $5,710-97.3% | $4,906-96.8% | $10,885-98.6% |