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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 | $52,035 | $168,635-69.1% | $147,617-64.7% | $125,389-58.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.46% | 77.65%-83.1pp | 61.98%-67.4pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,129 | $6,252-81.9% | $5,564-79.7% | $4,866-76.8% |
| Participant deferral / active EE | $4,800 | $5,507-12.8% | $4,895-1.9% | $5,352-10.3% |
| Admin fee / account holder | $232 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |