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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 | $88,831 | $180,466-50.8% | $154,114-42.4% | $135,382-34.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.52% | 888.15%-897.7pp | 735.16%-744.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $195 | $6,035-96.8% | $5,298-96.3% | $4,779-95.9% |
| Participant deferral / active EE | $9,925 | $5,806+70.9% | $5,081+95.3% | $5,609+77.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |