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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 | $155,581 | $157,304-1.1% | $141,197+10.2% | $152,909+1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -3.12% | 64.34%-67.5pp | 71.41%-74.5pp | 345.46%-348.6pp |
| Employer contribution / active EE | $250 | $5,263-95.2% | $4,736-94.7% | $4,764-94.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |