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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 | $88,778+94.7% | $81,844+111.2% | $145,884+18.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 7.01% | 1033.03%-1026.0pp | 778.87%-771.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $262 | $3,087-91.5% | $2,916-91.0% | $4,662-94.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |