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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 | $221,178 | $138,114+60.1% | $125,391+76.4% | $134,545+64.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -22.70% | 750.88%-773.6pp | 572.41%-595.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,621 | $7,801+87.4% | $7,448+96.3% | $6,401+128.4% |
| Admin fee / account holder | $15 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |