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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 | $117,859-39.1% | $102,438-30.0% | $145,959-50.8% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | -26.59% | 31.72%-58.3pp | 29.37%-56.0pp | 561.95%-588.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,599 | $5,732-37.2% | $5,054-28.8% | $6,689-46.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |