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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 | $95,431 | $167,353-43.0% | $143,797-33.6% | $134,545-29.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.70% | 0.48%-33.2pp | -0.04%-32.7pp | 418.37%-451.1pp |
| Employer contribution / active EE | $492 | $5,620-91.3% | $4,952-90.1% | $4,742-89.6% |
| Participant deferral / active EE | $15,833 | $6,447+145.6% | $5,638+180.8% | $6,401+147.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |