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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 | $30,499 | $167,522-81.8% | $151,639-79.9% | $134,532-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.62% | 7.81%-37.4pp | 3.34%-33.0pp | 418.27%-447.9pp |
| Employer contribution / active EE | $1,296 | $6,828-81.0% | $6,165-79.0% | $4,741-72.7% |
| Participant deferral / active EE | $5,749 | $8,986-36.0% | $8,363-31.3% | $6,401-10.2% |
| Admin fee / account holder | $13 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |