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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 | $182,657 | $138,102+32.3% | $125,381+45.7% | $134,532+35.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.57% | 750.73%-782.3pp | 572.31%-603.9pp | 418.27%-449.8pp |
| Employer contribution / active EE | $658 | $5,245-87.5% | $4,815-86.3% | $4,741-86.1% |
| Participant deferral / active EE | $6,973 | $7,801-10.6% | $7,448-6.4% | $6,401+8.9% |
| Admin fee / account holder | $24 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |