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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 | $81,964 | $142,409-42.4% | $119,634-31.5% | $134,545-39.1% |
| Participation rate | 79.2% | 82.8%-3.7pp | 79.3%-0.1pp | 81.2%-2.1pp |
| Annual return | -21.35% | -12.46%-8.9pp | -14.98%-6.4pp | 418.37%-439.7pp |
| Employer contribution / active EE | $616 | $5,224-88.2% | $4,232-85.5% | $4,742-87.0% |
| Participant deferral / active EE | $5,453 | $6,468-15.7% | $5,601-2.6% | $6,401-14.8% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |