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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 | $29,768 | $180,462-83.5% | $154,111-80.7% | $135,379-78.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -10.21% | 888.17%-898.4pp | 735.18%-745.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $353 | $6,036-94.2% | $5,298-93.3% | $4,779-92.6% |
| Participant deferral / active EE | $10,750 | $5,806+85.1% | $5,081+111.6% | $5,609+91.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |