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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 | $49,563 | $202,342-75.5% | $172,753-71.3% | $152,909-67.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.91% | 1029.88%-1021.0pp | 803.00%-794.1pp | 345.46%-336.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,469 | $5,948-24.9% | $5,198-14.0% | $5,851-23.6% |
| Admin fee / account holder | $198 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |