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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 | $77,933 | $65,566+18.9% | $86,235-9.6% | $75,177+3.7% |
| Participation rate | 72.0% | 60.5%+11.5pp | 69.0%+3.0pp | 67.2%+4.8pp |
| Annual return | -3.08% | 46.07%-49.2pp | 1170.03%-1173.1pp | 160.75%-163.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,503 | $3,023-50.3% | $3,987-62.3% | $4,126-63.6% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |