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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 | $182,382 | $165,381+10.3% | $149,730+21.8% | $158,966+14.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.55% | 348.29%-341.7pp | 276.70%-270.2pp | 302.95%-296.4pp |
| Employer contribution / active EE | $676 | $5,104-86.8% | $4,645-85.5% | $4,762-85.8% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |