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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 | $176,601 | $150,412+17.4% | $120,574+46.5% | $145,884+21.1% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.8pp | 80.3%-2.5pp |
| Annual return | 8.23% | 154.50%-146.3pp | 107.42%-99.2pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,767 | $6,175-71.4% | $4,996-64.6% | $6,690-73.6% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |