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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 | $167,557 | $112,121+49.4% | $95,960+74.6% | $158,966+5.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.09% | 171.16%-167.1pp | 91.63%-87.5pp | 302.95%-298.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,609 | $4,784+247.2% | $4,167+298.6% | $5,983+177.6% |
| Admin fee / account holder | $16 | $10,135-99.8% | $6,797-99.8% | $11,250-99.9% |