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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 | $78,869 | $72,071+9.4% | $68,368+15.4% | $137,256-42.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.57% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $186 | $2,788-93.3% | $2,649-93.0% | $4,156-95.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |