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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 | $216,742 | $201,264+7.7% | $184,185+17.7% | $145,978+48.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | -8.82% | 29.00%-37.8pp | 28.81%-37.6pp | 550.52%-559.3pp |
| Employer contribution / active EE | $143 | $7,021-98.0% | $6,426-97.8% | $4,662-96.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |