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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 | $202,342-80.7% | $172,753-77.4% | $152,909-74.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.76% | 1029.88%-1018.1pp | 803.00%-791.2pp | 345.46%-333.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,780 | $5,948+47.6% | $5,198+68.9% | $5,851+50.1% |
| Admin fee / account holder | $33 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |