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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 | $160,028+20.7% | $147,080+31.3% | $145,884+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.59% | 98.60%-106.2pp | 420.17%-427.8pp | 551.85%-559.4pp |
| Employer contribution / active EE | $773 | $5,286-85.4% | $4,933-84.3% | $4,662-83.4% |
| Participant deferral / active EE | $7,583 | $8,422-10.0% | $8,066-6.0% | $6,690+13.4% |
| Admin fee / account holder | $68 | $15,030-99.5% | $12,989-99.5% | $13,392-99.5% |