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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 | $164,498 | $148,629+10.7% | $135,982+21.0% | $139,487+17.9% |
| Participation rate | 82.6% | 83.9%-1.3pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | -4.51% | 79.33%-83.8pp | 68.32%-72.8pp | 373.84%-378.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,536 | $8,102-44.0% | $7,760-41.5% | $6,713-32.4% |
| Admin fee / account holder | $117 | $12,406-99.1% | $10,767-98.9% | $11,407-99.0% |