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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 | $48,364 | $180,466-73.2% | $154,114-68.6% | $135,382-64.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -9.24% | 888.15%-897.4pp | 735.16%-744.4pp | 519.77%-529.0pp |
| Employer contribution / active EE | $1,259 | $6,035-79.1% | $5,298-76.2% | $4,779-73.7% |
| Participant deferral / active EE | $10,512 | $5,806+81.0% | $5,081+106.9% | $5,609+87.4% |
| Admin fee / account holder | $183 | $16,144-98.9% | $13,411-98.6% | $10,829-98.3% |