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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 | $100,728 | $93,617+7.6% | $135,982-25.9% | $75,177+34.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -10.79% | 30.89%-41.7pp | 68.32%-79.1pp | 160.75%-171.5pp |
| Employer contribution / active EE | $228 | $3,538-93.5% | $4,859-95.3% | $2,671-91.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $89 | $6,980-98.7% | $10,767-99.2% | $5,651-98.4% |