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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 | $21,879 | $138,102-84.2% | $125,381-82.6% | $134,532-83.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.49% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $186 | $5,245-96.5% | $4,815-96.1% | $4,741-96.1% |
| Participant deferral / active EE | $3,114 | $7,801-60.1% | $7,448-58.2% | $6,401-51.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |