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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 | $225,460 | $162,812+38.5% | $133,971+68.3% | $158,966+41.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.70% | 41.94%-38.2pp | 45.09%-41.4pp | 302.95%-299.2pp |
| Employer contribution / active EE | $904 | $4,976-81.8% | $3,919-76.9% | $4,762-81.0% |
| Participant deferral / active EE | $17,333 | $5,910+193.3% | $5,047+243.4% | $5,983+189.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |