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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 | $200,303 | $124,330+61.1% | $109,173+83.5% | $167,536+19.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -11.10% | 26.04%-37.1pp | 25.75%-36.9pp | 478.82%-489.9pp |
| Employer contribution / active EE | $100 | $4,209-97.6% | $3,723-97.3% | $4,839-97.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |