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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 | $105,490 | $180,462-41.5% | $154,111-31.5% | $135,379-22.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -27.07% | 888.17%-915.2pp | 735.18%-762.3pp | 519.79%-546.9pp |
| Employer contribution / active EE | $344 | $6,036-94.3% | $5,298-93.5% | $4,779-92.8% |
| Participant deferral / active EE | $5,571 | $5,806-4.0% | $5,081+9.7% | $5,609-0.7% |
| Admin fee / account holder | $26 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |