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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 | $150,037 | $183,592-18.3% | $155,574-3.6% | $145,877+2.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.06% | 61.37%-54.3pp | 64.87%-57.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $866 | $5,317-83.7% | $4,676-81.5% | $4,663-81.4% |
| Participant deferral / active EE | $22,327 | $6,466+245.3% | $5,629+296.6% | $6,691+233.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |