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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 | $171,380 | $148,629+15.3% | $135,982+26.0% | $139,487+22.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.73% | 79.33%-80.1pp | 68.32%-69.1pp | 373.84%-374.6pp |
| Employer contribution / active EE | $686 | $5,247-86.9% | $4,859-85.9% | $4,755-85.6% |
| Participant deferral / active EE | $7,500 | $8,102-7.4% | $7,760-3.3% | $6,713+11.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |