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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 | $161,717 | $167,353-3.4% | $143,797+12.5% | $134,545+20.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.45% | 0.48%-20.9pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $534 | $5,620-90.5% | $4,952-89.2% | $4,742-88.7% |
| Participant deferral / active EE | $3,838 | $6,447-40.5% | $5,638-31.9% | $6,401-40.0% |
| Admin fee / account holder | $63 | $18,096-99.7% | $14,679-99.6% | $11,431-99.4% |