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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 | $145,203 | $106,588+36.2% | $94,215+54.1% | $155,188-6.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | -20.06% | 29.39%-49.4pp | 28.22%-48.3pp | 148.84%-168.9pp |
| Employer contribution / active EE | $125 | $3,080-95.9% | $2,675-95.3% | $4,248-97.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |