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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 | $60,779 | $171,867-64.6% | $149,718-59.4% | $147,585-58.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -29.14% | 2113.36%-2142.5pp | 1501.70%-1530.8pp | 578.57%-607.7pp |
| Employer contribution / active EE | $1,295 | $6,275-79.4% | $5,444-76.2% | $4,876-73.5% |
| Participant deferral / active EE | $18,393 | $7,270+153.0% | $6,568+180.0% | $5,439+238.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |