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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 | $122,018 | $111,535+9.4% | $105,223+16.0% | $137,256-11.1% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 5.54% | 237.85%-232.3pp | 180.65%-175.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,910 | $5,500-28.9% | $5,072-22.9% | $6,407-39.0% |
| Admin fee / account holder | $6 | $9,721-99.9% | $8,859-99.9% | $12,270-100.0% |