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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 | $147,667 | $96,388+53.2% | $80,627+83.1% | $139,466+5.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 4.51% | 1352.08%-1347.6pp | 936.76%-932.2pp | 373.66%-369.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,658 | $5,224+161.4% | $4,443+207.4% | $6,712+103.5% |
| Admin fee / account holder | $25 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |