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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 | $39,113 | $202,345-80.7% | $172,755-77.4% | $152,885-74.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.76% | 1029.77%-1018.0pp | 802.94%-791.2pp | 345.39%-333.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,780 | $5,948+47.6% | $5,198+68.9% | $5,851+50.1% |
| Admin fee / account holder | $33 | $17,111-99.8% | $13,955-99.8% | $11,598-99.7% |