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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 | $232,711 | $73,988+214.5% | $96,538+141.1% | $75,177+209.5% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+22.9pp | 67.2%+30.1pp |
| Annual return | -20.00% | 26.73%-46.7pp | 35.74%-55.7pp | 160.75%-180.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |