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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 | $16,180 | $138,102-88.3% | $125,381-87.1% | $134,532-88.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -34.95% | 750.73%-785.7pp | 572.31%-607.3pp | 418.27%-453.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,190 | $7,801+94.7% | $7,448+104.0% | $6,401+137.3% |
| Admin fee / account holder | $16 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |