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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 | $131,038 | $180,466-27.4% | $154,114-15.0% | $135,382-3.2% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -9.10% | 888.15%-897.3pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,206 | $6,035-80.0% | $5,298-77.2% | $4,779-74.8% |
| Participant deferral / active EE | $5,449 | $5,806-6.1% | $5,081+7.3% | $5,609-2.8% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |