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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 | $54,193 | $138,102-60.8% | $125,381-56.8% | $134,532-59.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -41.77% | 750.73%-792.5pp | 572.31%-614.1pp | 418.27%-460.0pp |
| Employer contribution / active EE | $342 | $5,245-93.5% | $4,815-92.9% | $4,741-92.8% |
| Participant deferral / active EE | $8,110 | $7,801+4.0% | $7,448+8.9% | $6,401+26.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |