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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 | $106,635 | $175,259-39.2% | $149,723-28.8% | $139,487-23.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.25% | 166.82%-156.6pp | 134.50%-124.2pp | 373.84%-363.6pp |
| Employer contribution / active EE | $505 | $5,478-90.8% | $4,821-89.5% | $4,755-89.4% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |