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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 | $38,863 | $167,504-76.8% | $151,628-74.4% | $134,509-71.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.12% | 7.81%-37.9pp | 3.34%-33.5pp | 418.13%-448.3pp |
| Employer contribution / active EE | $525 | $6,828-92.3% | $6,165-91.5% | $4,741-88.9% |
| Participant deferral / active EE | $16,948 | $8,985+88.6% | $8,363+102.7% | $6,400+164.8% |
| Admin fee / account holder | $20 | $13,779-99.9% | $11,613-99.8% | $11,427-99.8% |