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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 | $175,969 | $138,075+27.4% | $123,552+42.4% | $135,379+30.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.28% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $459 | $5,152-91.1% | $4,628-90.1% | $4,779-90.4% |
| Participant deferral / active EE | $4,589 | $6,800-32.5% | $6,426-28.6% | $5,609-18.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |