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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 | $135,421 | $176,105-23.1% | $159,474-15.1% | $167,536-19.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | -0.07% | 331.91%-332.0pp | 263.68%-263.8pp | 478.82%-478.9pp |
| Employer contribution / active EE | $205 | $5,299-96.1% | $4,831-95.8% | $4,839-95.8% |
| Participant deferral / active EE | $12,000 | $7,751+54.8% | $7,353+63.2% | $6,342+89.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |