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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 | $171,166 | $100,805+69.8% | $86,698+97.4% | $134,532+27.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -22.45% | 29.09%-51.5pp | 35.95%-58.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $268 | $3,490-92.3% | $2,837-90.6% | $4,741-94.4% |
| Participant deferral / active EE | $12,035 | $5,339+125.4% | $4,656+158.5% | $6,401+88.0% |
| Admin fee / account holder | $24 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |