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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 | $71,752 | $175,646-59.1% | $129,118-44.4% | $134,545-46.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -23.61% | -11.39%-12.2pp | -10.94%-12.7pp | 418.37%-442.0pp |
| Employer contribution / active EE | $744 | $6,355-88.3% | $5,051-85.3% | $4,742-84.3% |
| Participant deferral / active EE | $8,863 | $7,970+11.2% | $6,539+35.5% | $6,401+38.5% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |