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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 | $150,207+40.6% | $120,380+75.5% | $145,978+44.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -0.01% | 154.28%-154.3pp | 107.28%-107.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $25 | $4,351-99.4% | $3,465-99.3% | $4,662-99.5% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30 | $12,203-99.8% | $9,421-99.7% | $13,400-99.8% |