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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 | $111,014 | $176,402-37.1% | $134,162-17.3% | $158,982-30.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | -7.14% | 63.66%-70.8pp | 36.35%-43.5pp | 302.99%-310.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,125 | $4,093+74.1% | $3,500+103.6% | $5,983+19.1% |
| Admin fee / account holder | $15 | $8,719-99.8% | $6,685-99.8% | $11,252-99.9% |