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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 | $192,489 | $99,017+94.4% | $86,587+122.3% | $147,585+30.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.25% | 1312.37%-1310.1pp | 964.86%-962.6pp | 578.56%-576.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,740 | $3,972+296.3% | $3,609+336.2% | $5,439+189.4% |
| Admin fee / account holder | $24 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |