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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 | $23,963 | $167,362-85.7% | $143,799-83.3% | $134,532-82.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -22.48% | 0.47%-23.0pp | -0.04%-22.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,025 | $5,620-81.8% | $4,952-79.3% | $4,741-78.4% |
| Participant deferral / active EE | $4,308 | $6,447-33.2% | $5,638-23.6% | $6,401-32.7% |
| Admin fee / account holder | $294 | $18,094-98.4% | $14,677-98.0% | $11,429-97.4% |