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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 | $120,136 | $108,942+10.3% | $100,415+19.6% | $145,897-17.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.02% | 58.27%-52.3pp | 49.47%-43.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,822 | $8,461+75.2% | $8,091+83.2% | $6,689+121.6% |
| Admin fee / account holder | $67 | $9,702-99.3% | $7,906-99.2% | $13,390-99.5% |