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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 | $33,238 | $180,459-81.6% | $154,108-78.4% | $135,380-75.4% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -11.32% | 888.21%-899.5pp | 735.21%-746.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,018 | $6,035-83.1% | $5,298-80.8% | $4,779-78.7% |
| Participant deferral / active EE | $4,867 | $5,806-16.2% | $5,081-4.2% | $5,609-13.2% |
| Admin fee / account holder | $211 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |