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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 | $71,757 | $117,895-39.1% | $102,460-30.0% | $145,897-50.8% |
| Participation rate | 78.9% | 78.6%+0.3pp | 76.5%+2.4pp | 80.3%-1.4pp |
| Annual return | -26.59% | 31.92%-58.5pp | 29.47%-56.1pp | 552.29%-578.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,599 | $5,736-37.3% | $5,056-28.8% | $6,689-46.2% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |