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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 | $218,826 | $125,237+74.7% | $105,608+107.2% | $145,877+50.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -4.01% | 225.76%-229.8pp | 116.50%-120.5pp | 551.28%-555.3pp |
| Employer contribution / active EE | $720 | $3,720-80.6% | $3,167-77.3% | $4,663-84.6% |
| Participant deferral / active EE | $7,625 | $5,711+33.5% | $5,010+52.2% | $6,691+14.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |