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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 | $196,017 | $69,012+184.0% | $160,037+22.5% | $68,490+186.2% |
| Participation rate | 87.1% | 65.4%+21.7pp | 78.0%+9.1pp | 67.9%+19.2pp |
| Annual return | -19.84% | -9.65%-10.2pp | 408.95%-428.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,531 | $4,212+78.8% | $6,184+21.8% | $4,028+87.0% |
| Admin fee / account holder | $185 | $4,798-96.2% | $8,716-97.9% | $5,403-96.6% |