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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 | $52,082 | $109,905-52.6% | $98,506-47.1% | $167,553-68.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 9.04% | 1960.20%-1951.2pp | 1494.92%-1485.9pp | 478.89%-469.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,481 | $4,674+60.1% | $4,277+74.9% | $6,343+17.9% |
| Admin fee / account holder | $4 | $6,760-99.9% | $5,955-99.9% | $12,316-100.0% |