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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 | $140,122 | $175,231-20.0% | $149,696-6.4% | $139,466+0.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.96% | 166.77%-161.8pp | 134.46%-129.5pp | 373.66%-368.7pp |
| Employer contribution / active EE | $366 | $5,478-93.3% | $4,821-92.4% | $4,754-92.3% |
| Participant deferral / active EE | $27,500 | $6,521+321.7% | $5,682+384.0% | $6,712+309.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |