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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 | $83,102 | $202,345-58.9% | $172,755-51.9% | $152,885-45.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.05% | 1029.77%-1029.7pp | 802.94%-802.9pp | 345.39%-345.3pp |
| Employer contribution / active EE | $976 | $5,858-83.3% | $5,144-81.0% | $4,763-79.5% |
| Participant deferral / active EE | $9,000 | $5,948+51.3% | $5,198+73.2% | $5,851+53.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |