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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 | $134,358 | $183,539-26.8% | $155,556-13.6% | $145,897-7.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -18.61% | 61.31%-79.9pp | 64.84%-83.4pp | 552.29%-570.9pp |
| Employer contribution / active EE | $817 | $5,315-84.6% | $4,675-82.5% | $4,663-82.5% |
| Participant deferral / active EE | $9,670 | $6,467+49.5% | $5,631+71.7% | $6,689+44.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |