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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 | $33,522 | $209,425-84.0% | $178,499-81.2% | $158,966-78.9% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 4.12% | 188.80%-184.7pp | 151.10%-147.0pp | 302.95%-298.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,880 | $5,955-1.3% | $5,202+13.0% | $5,983-1.7% |
| Admin fee / account holder | $45 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |