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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 | $74,912 | $70,366+6.5% | $66,674+12.4% | $138,895-46.1% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 13.20% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | -$7 | $2,765-100.3% | $2,620-100.3% | $4,194-100.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $59 | $5,262-98.9% | $5,098-98.8% | $12,562-99.5% |