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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 | $81,530 | $81,696-0.2% | $70,494+15.7% | $158,982-48.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -5.91% | 208.70%-214.6pp | 109.16%-115.1pp | 302.99%-308.9pp |
| Employer contribution / active EE | $125 | $3,220-96.1% | $2,738-95.4% | $4,763-97.4% |
| Participant deferral / active EE | $9,750 | $4,558+113.9% | $3,711+162.8% | $5,983+62.9% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |