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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 | $232,372 | $160,059+45.2% | $140,019+66.0% | $135,380+71.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.76% | 911.48%-921.2pp | 651.17%-660.9pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,029 | $6,420-84.0% | $5,605-81.6% | $4,779-78.5% |
| Participant deferral / active EE | $7,474 | $7,641-2.2% | $6,927+7.9% | $5,609+33.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |