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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 | $61,325 | $209,336-70.7% | $197,124-68.9% | $137,256-55.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | -35.22% | 48.09%-83.3pp | 44.34%-79.6pp | 220.34%-255.6pp |
| Employer contribution / active EE | $1,225 | $6,591-81.4% | $6,227-80.3% | $4,156-70.5% |
| Participant deferral / active EE | $2,962 | $9,614-69.2% | $9,135-67.6% | $6,407-53.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |