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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 | $94,046 | $202,342-53.5% | $172,752-45.6% | $152,897-38.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.01% | 1029.83%-1028.8pp | 802.97%-802.0pp | 345.43%-344.4pp |
| Employer contribution / active EE | $622 | $5,858-89.4% | $5,144-87.9% | $4,764-86.9% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |