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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 | $110,592 | $112,131-1.4% | $95,964+15.2% | $158,982-30.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | -1.75% | 171.19%-172.9pp | 91.64%-93.4pp | 302.99%-304.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,680 | $4,784+60.5% | $4,167+84.3% | $5,983+28.4% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |