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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 | $63,339 | $138,114-54.1% | $125,391-49.5% | $134,545-52.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -25.94% | 750.88%-776.8pp | 572.41%-598.4pp | 418.37%-444.3pp |
| Employer contribution / active EE | $474 | $5,246-91.0% | $4,816-90.2% | $4,742-90.0% |
| Participant deferral / active EE | $14,316 | $7,801+83.5% | $7,448+92.2% | $6,401+123.7% |
| Admin fee / account holder | $43 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |