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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 | $132,748 | $117,846+12.6% | $102,434+29.6% | $145,884-9.0% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.1pp |
| Annual return | -17.24% | 31.90%-49.1pp | 29.46%-46.7pp | 551.85%-569.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,194 | $5,733-61.7% | $5,055-56.6% | $6,690-67.2% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |