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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 | $100,602 | $116,360-13.5% | $65,566+53.4% | $139,466-27.9% |
| Participation rate | 88.9% | 67.8%+21.1pp | 64.9%+24.0pp | 80.3%+8.6pp |
| Annual return | -4.25% | 31.23%-35.5pp | 47.40%-51.7pp | 373.66%-377.9pp |
| Employer contribution / active EE | $111 | $2,600-95.7% | $1,692-93.4% | $4,754-97.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |