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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 | $227,521 | $102,595+121.8% | $94,057+141.9% | $154,746+47.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | -5.03% | 583.42%-588.5pp | 480.62%-485.7pp | 172.34%-177.4pp |
| Employer contribution / active EE | $105 | $3,147-96.7% | $2,933-96.4% | $4,379-97.6% |
| Participant deferral / active EE | $1,745 | $5,118-65.9% | $4,709-62.9% | $6,730-74.1% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |