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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 | $119,348 | $132,634-10.0% | $115,768+3.1% | $137,256-13.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.4%-4.4pp | 80.0%-10.0pp |
| Annual return | 9.40% | 160.70%-151.3pp | 100.46%-91.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,651 | $5,619-35.0% | $4,917-25.7% | $6,407-43.0% |
| Admin fee / account holder | $172 | $15,028-98.9% | $12,439-98.6% | $12,270-98.6% |