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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 | $87,318 | $96,691-9.7% | $86,656+0.8% | $139,487-37.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 3.40% | 106.87%-103.5pp | 593.09%-589.7pp | 373.84%-370.4pp |
| Employer contribution / active EE | $85 | $3,267-97.4% | $3,025-97.2% | $4,755-98.2% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4 | $6,414-99.9% | $5,619-99.9% | $11,407-100.0% |