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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 | $97,699 | $105,960-7.8% | $81,726+19.5% | $158,982-38.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | -3.49% | 38.19%-41.7pp | 29.49%-33.0pp | 302.99%-306.5pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,725 | $13,011-79.1% | $7,108-61.7% | $5,983-54.5% |
| Admin fee / account holder | $33 | $8,494-99.6% | $5,160-99.4% | $11,252-99.7% |