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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 | $178,602 | $171,867+3.9% | $149,721+19.3% | $147,586+21.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.11% | 2113.36%-2104.3pp | 1501.67%-1492.6pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,750 | $7,270-34.7% | $6,568-27.7% | $5,439-12.7% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,282-99.8% | $10,886-99.8% |