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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 | $50,189 | $168,636-70.2% | $147,618-66.0% | $125,388-60.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.56% | 77.65%-85.2pp | 61.98%-69.5pp | 282.24%-289.8pp |
| Employer contribution / active EE | $524 | $6,252-91.6% | $5,565-90.6% | $4,866-89.2% |
| Participant deferral / active EE | $7,200 | $5,507+30.7% | $4,895+47.1% | $5,352+34.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |