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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 | $141,406 | $184,000-23.1% | $162,185-12.8% | $152,909-7.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.24% | 150.80%-143.6pp | 115.61%-108.4pp | 345.46%-338.2pp |
| Employer contribution / active EE | $1,387 | $6,370-78.2% | $5,613-75.3% | $4,764-70.9% |
| Participant deferral / active EE | $12,573 | $8,033+56.5% | $7,297+72.3% | $5,851+114.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |