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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 | $193,117 | $159,978+20.7% | $147,041+31.3% | $145,978+32.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.59% | 98.36%-106.0pp | 419.21%-426.8pp | 550.52%-558.1pp |
| Employer contribution / active EE | $773 | $5,288-85.4% | $4,935-84.3% | $4,662-83.4% |
| Participant deferral / active EE | $7,583 | $8,429-10.0% | $8,071-6.0% | $6,690+13.4% |
| Admin fee / account holder | $68 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |