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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 | $81,785 | $176,105-53.6% | $159,474-48.7% | $167,536-51.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.94% | 331.91%-326.0pp | 263.68%-257.7pp | 478.82%-472.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $20,000 | $7,751+158.0% | $7,353+172.0% | $6,342+215.3% |
| Admin fee / account holder | $270 | $12,559-97.9% | $10,802-97.5% | $12,315-97.8% |