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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 | $136,101 | $167,353-18.7% | $143,797-5.4% | $134,545+1.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.15% | 0.48%-20.6pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $819 | $5,620-85.4% | $4,952-83.5% | $4,742-82.7% |
| Participant deferral / active EE | $7,160 | $6,447+11.1% | $5,638+27.0% | $6,401+11.9% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |