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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 | $129,372 | $209,422-38.2% | $178,503-27.5% | $158,982-18.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.61% | 188.81%-189.4pp | 151.12%-151.7pp | 302.99%-303.6pp |
| Employer contribution / active EE | $923 | $5,707-83.8% | $5,011-81.6% | $4,763-80.6% |
| Participant deferral / active EE | $17,875 | $5,955+200.2% | $5,202+243.6% | $5,983+198.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |