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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 | $35,202 | $202,342-82.6% | $172,753-79.6% | $152,909-77.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | -7.47% | 1029.88%-1037.3pp | 803.00%-810.5pp | 345.46%-352.9pp |
| Employer contribution / active EE | $256 | $5,857-95.6% | $5,144-95.0% | $4,764-94.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |