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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 | $163,484 | $142,430+14.8% | $115,170+42.0% | $152,897+6.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -9.65% | 41.48%-51.1pp | 35.60%-45.3pp | 345.43%-355.1pp |
| Employer contribution / active EE | $188 | $4,011-95.3% | $3,179-94.1% | $4,764-96.1% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |