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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 | $111,766 | $175,257-36.2% | $149,717-25.3% | $139,456-19.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | -23.76% | 166.70%-190.5pp | 134.41%-158.2pp | 373.45%-397.2pp |
| Employer contribution / active EE | $422 | $5,477-92.3% | $4,820-91.3% | $4,753-91.1% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,711+78.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |