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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 | $56,784 | $176,120-67.8% | $159,487-64.4% | $167,553-66.1% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.99% | 331.95%-323.0pp | 263.71%-254.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,960 | $7,752-48.9% | $7,354-46.1% | $6,343-37.6% |
| Admin fee / account holder | -$23 | $12,561-100.2% | $10,804-100.2% | $12,316-100.2% |