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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 | $211,236 | $150,346+40.5% | $120,524+75.3% | $145,877+44.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -0.01% | 154.40%-154.4pp | 107.36%-107.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $25 | $4,353-99.4% | $3,469-99.3% | $4,663-99.5% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30 | $12,215-99.8% | $9,440-99.7% | $13,402-99.8% |