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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 | $230,461 | $96,558+138.7% | $80,977+184.6% | $273,972-15.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -4.40% | 15.14%-19.5pp | 17.11%-21.5pp | 41.46%-45.9pp |
| Employer contribution / active EE | $147 | $4,869-97.0% | $3,715-96.0% | $4,869-97.0% |
| Participant deferral / active EE | $12,000 | $6,598+81.9% | $5,696+110.7% | $5,287+127.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |