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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 | $172,853 | $88,702+94.9% | $81,780+111.4% | $145,978+18.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 7.01% | 1029.12%-1022.1pp | 776.27%-769.3pp | 550.52%-543.5pp |
| Employer contribution / active EE | $262 | $3,084-91.5% | $2,914-91.0% | $4,662-94.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |