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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 | $162,967+29.6% | $135,792+55.6% | $138,895+52.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | -0.02% | 30.08%-30.1pp | 25.96%-26.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $33 | $4,211-99.2% | $3,496-99.1% | $4,194-99.2% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $33 | $15,306-99.8% | $12,266-99.7% | $12,562-99.7% |