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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 | $75,385 | $148,582-49.3% | $135,942-44.5% | $139,456-45.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.81% | 79.26%-71.4pp | 68.28%-60.5pp | 373.45%-365.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,529 | $8,101+54.7% | $7,759+61.5% | $6,711+86.7% |
| Admin fee / account holder | $50 | $12,402-99.6% | $10,764-99.5% | $11,407-99.6% |