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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 | $73,750 | $201,344-63.4% | $184,243-60.0% | $145,877-49.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -22.81% | 29.01%-51.8pp | 28.82%-51.6pp | 551.28%-574.1pp |
| Employer contribution / active EE | $1,090 | $7,022-84.5% | $6,427-83.0% | $4,663-76.6% |
| Participant deferral / active EE | $6,272 | $9,807-36.0% | $9,132-31.3% | $6,691-6.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |