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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 | $14,794 | $97,761-84.9% | $83,850-82.4% | $135,382-89.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.38% | 1287.44%-1297.8pp | 850.92%-861.3pp | 519.77%-530.2pp |
| Employer contribution / active EE | $600 | $4,222-85.8% | $3,631-83.5% | $4,779-87.4% |
| Participant deferral / active EE | $3,000 | $4,682-35.9% | $4,082-26.5% | $5,609-46.5% |
| Admin fee / account holder | $9 | $6,674-99.9% | $5,478-99.8% | $10,829-99.9% |