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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 | $126,955 | $111,830+13.5% | $93,696+35.5% | $145,884-13.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.38% | 204.08%-203.7pp | 133.74%-133.4pp | 551.85%-551.5pp |
| Employer contribution / active EE | $47 | $3,093-98.5% | $2,422-98.1% | $4,662-99.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |