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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 | $24,919 | $183,592-86.4% | $155,567-84.0% | $145,959-82.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 6.84% | 61.24%-54.4pp | 64.74%-57.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,674-78.6% | $4,661-78.5% |
| Participant deferral / active EE | $8,290 | $6,464+28.2% | $5,628+47.3% | $6,689+23.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |