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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 | $190,650 | $127,387+49.7% | $115,038+65.7% | $125,389+52.0% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -14.72% | 31.28%-46.0pp | 26.14%-40.9pp | 282.24%-297.0pp |
| Employer contribution / active EE | $827 | $5,166-84.0% | $4,608-82.1% | $4,866-83.0% |
| Participant deferral / active EE | $4,348 | $6,423-32.3% | $6,026-27.9% | $5,352-18.8% |
| Admin fee / account holder | $132 | $9,516-98.6% | $8,175-98.4% | $9,541-98.6% |