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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 | $75,719 | $167,352-54.8% | $143,788-47.3% | $134,509-43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.39% | 0.47%-22.9pp | -0.03%-22.4pp | 418.13%-440.5pp |
| Employer contribution / active EE | $510 | $5,620-90.9% | $4,952-89.7% | $4,741-89.2% |
| Participant deferral / active EE | $4,370 | $6,447-32.2% | $5,638-22.5% | $6,400-31.7% |
| Admin fee / account holder | $47 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |