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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 | $108,513 | $105,856+2.5% | $90,161+20.4% | $147,586-26.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -28.36% | 37.63%-66.0pp | 34.89%-63.2pp | 578.59%-607.0pp |
| Employer contribution / active EE | $153 | $4,126-96.3% | $3,318-95.4% | $4,876-96.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |