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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 | $182,012 | $157,276+15.7% | $141,177+28.9% | $152,885+19.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.96% | 64.33%-60.4pp | 71.40%-67.4pp | 345.39%-341.4pp |
| Employer contribution / active EE | $866 | $5,262-83.5% | $4,736-81.7% | $4,763-81.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $119 | $12,123-99.0% | $10,263-98.8% | $11,598-99.0% |