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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 | $54,970 | $202,460-72.8% | $169,385-67.5% | $139,456-60.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.10% | 532.07%-529.0pp | 405.82%-402.7pp | 373.45%-370.3pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,711+123.5% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |