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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 | $160,070+20.6% | $147,117+31.3% | $145,897+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.59% | 98.69%-106.3pp | 420.54%-428.1pp | 552.29%-559.9pp |
| Employer contribution / active EE | $773 | $5,285-85.4% | $4,932-84.3% | $4,663-83.4% |
| Participant deferral / active EE | $7,583 | $8,419-9.9% | $8,065-6.0% | $6,689+13.4% |
| Admin fee / account holder | $68 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |