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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 | $49,068 | $168,635-70.9% | $147,617-66.8% | $125,389-60.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.87% | 77.65%-81.5pp | 61.98%-65.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $902 | $6,252-85.6% | $5,564-83.8% | $4,866-81.5% |
| Participant deferral / active EE | $5,667 | $5,507+2.9% | $4,895+15.8% | $5,352+5.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |