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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 | $167,323-43.0% | $143,770-33.6% | $134,493-29.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.70% | 0.47%-33.2pp | -0.04%-32.7pp | 418.01%-450.7pp |
| Employer contribution / active EE | $492 | $5,619-91.3% | $4,951-90.1% | $4,740-89.6% |
| Participant deferral / active EE | $15,833 | $6,446+145.6% | $5,638+180.9% | $6,400+147.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |