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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 | $127,797 | $167,533-23.7% | $151,645-15.7% | $134,545-5.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.64% | 7.81%-29.5pp | 3.34%-25.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,402 | $6,828-79.5% | $6,165-77.3% | $4,742-70.4% |
| Participant deferral / active EE | $10,250 | $8,985+14.1% | $8,363+22.6% | $6,401+60.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |