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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 | $97,143 | $180,459-46.2% | $154,108-37.0% | $135,380-28.2% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -25.27% | 888.21%-913.5pp | 735.21%-760.5pp | 519.81%-545.1pp |
| Employer contribution / active EE | $1,028 | $6,035-83.0% | $5,298-80.6% | $4,779-78.5% |
| Participant deferral / active EE | $17,142 | $5,806+195.2% | $5,081+237.4% | $5,609+205.6% |
| Admin fee / account holder | $2 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |