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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 | $83,426 | $72,426+15.2% | $67,560+23.5% | $145,897-42.8% |
| Participation rate | 71.4% | 76.9%-5.5pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 8.98% | 7226.78%-7217.8pp | 3533.50%-3524.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,645 | $4,785-2.9% | $4,004+16.0% | $6,689-30.6% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |