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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 | $94,994 | $88,778+7.0% | $81,844+16.1% | $145,884-34.9% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | -9.37% | 1033.03%-1042.4pp | 778.87%-788.2pp | 551.85%-561.2pp |
| Employer contribution / active EE | $115 | $3,087-96.3% | $2,916-96.0% | $4,662-97.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $78 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |