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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 | $94,059 | $160,028-41.2% | $147,080-36.0% | $145,884-35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $28,000 | $8,422+232.5% | $8,066+247.1% | $6,690+318.6% |
| Admin fee / account holder | $265 | $15,030-98.2% | $12,989-98.0% | $13,392-98.0% |