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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 | $219,964 | $217,432+1.2% | $185,851+18.4% | $167,553+31.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 4.70% | 148.43%-143.7pp | 122.11%-117.4pp | 478.89%-474.2pp |
| Employer contribution / active EE | $923 | $5,874-84.3% | $5,168-82.1% | $4,840-80.9% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,343+2.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |