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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 | $160,907 | $166,242-3.2% | $165,071-2.5% | $145,884+10.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.80% | 100.44%-94.6pp | 70.17%-64.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $740 | $5,283-86.0% | $4,347-83.0% | $4,662-84.1% |
| Participant deferral / active EE | $5,618 | $6,964-19.3% | $6,035-6.9% | $6,690-16.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |