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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 | $211,236 | $161,352+30.9% | $134,172+57.4% | $137,256+53.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | -0.02% | 28.72%-28.7pp | 25.30%-25.3pp | 220.34%-220.4pp |
| Employer contribution / active EE | $33 | $4,099-99.2% | $3,420-99.0% | $4,156-99.2% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $33 | $15,028-99.8% | $12,016-99.7% | $12,270-99.7% |