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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 | $175,231-36.2% | $149,696-25.3% | $139,466-19.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | -23.76% | 166.77%-190.5pp | 134.46%-158.2pp | 373.66%-397.4pp |
| Employer contribution / active EE | $422 | $5,478-92.3% | $4,821-91.3% | $4,754-91.1% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,712+78.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |