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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 | $97,906 | $162,136-39.6% | $152,301-35.7% | $154,746-36.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -4.20% | 91.02%-95.2pp | 80.50%-84.7pp | 172.34%-176.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,500 | $8,341-10.1% | $8,004-6.3% | $6,730+11.4% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |