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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 | $83,101 | $138,114-39.8% | $125,391-33.7% | $134,545-38.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -28.24% | 750.88%-779.1pp | 572.41%-600.7pp | 418.37%-446.6pp |
| Employer contribution / active EE | $331 | $5,246-93.7% | $4,816-93.1% | $4,742-93.0% |
| Participant deferral / active EE | $12,925 | $7,801+65.7% | $7,448+73.5% | $6,401+101.9% |
| Admin fee / account holder | $4 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |