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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 | $192,402 | $54,370+253.9% | $82,763+132.5% | $68,490+180.9% |
| Participation rate | 78.8% | 63.9%+14.9pp | 72.6%+6.2pp | 67.9%+10.9pp |
| Annual return | -20.99% | -13.67%-7.3pp | 702.45%-723.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,687 | $3,247+13.6% | $4,395-16.1% | $4,028-8.5% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |