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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 | $73,695 | $175,231-57.9% | $149,696-50.8% | $139,466-47.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -12.92% | 166.77%-179.7pp | 134.46%-147.4pp | 373.66%-386.6pp |
| Employer contribution / active EE | $1,009 | $5,478-81.6% | $4,821-79.1% | $4,754-78.8% |
| Participant deferral / active EE | $4,102 | $6,521-37.1% | $5,682-27.8% | $6,712-38.9% |
| Admin fee / account holder | $28 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |