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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 | $172,252 | $155,833+10.5% | $124,693+38.1% | $167,518+2.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 8.15% | 17.98%-9.8pp | 5144.19%-5136.0pp | 478.71%-470.6pp |
| Employer contribution / active EE | $188 | $4,164-95.5% | $3,324-94.4% | $4,838-96.1% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |