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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 | $44,339 | $167,352-73.5% | $143,788-69.2% | $134,509-67.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.56% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,020 | $5,620-81.9% | $4,952-79.4% | $4,741-78.5% |
| Participant deferral / active EE | $11,683 | $6,447+81.2% | $5,638+107.2% | $6,400+82.5% |
| Admin fee / account holder | $184 | $18,091-99.0% | $14,675-98.7% | $11,427-98.4% |