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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 | $86,860 | $56,197+54.6% | $67,652+28.4% | $59,633+45.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -72.36% | 18508.10%-18580.5pp | 6625.40%-6697.8pp | 2041.45%-2113.8pp |
| Employer contribution / active EE | $316 | $1,615-80.4% | $2,266-86.1% | $2,203-85.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $279 | $3,958-92.9% | $4,821-94.2% | $4,297-93.5% |