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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 | $91,728 | $217,427-57.8% | $185,837-50.6% | $167,518-45.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.81% | 148.39%-139.6pp | 122.08%-113.3pp | 478.71%-469.9pp |
| Employer contribution / active EE | $664 | $5,874-88.7% | $5,168-87.2% | $4,838-86.3% |
| Participant deferral / active EE | $9,173 | $6,357+44.3% | $5,568+64.7% | $6,342+44.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |