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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 | $161,516 | $183,539-12.0% | $155,556+3.8% | $145,897+10.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 6.64% | 61.31%-54.7pp | 64.84%-58.2pp | 552.29%-545.7pp |
| Employer contribution / active EE | $740 | $5,315-86.1% | $4,675-84.2% | $4,663-84.1% |
| Participant deferral / active EE | $5,545 | $6,467-14.2% | $5,631-1.5% | $6,689-17.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |