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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 | $69,535 | $202,345-65.6% | $172,755-59.7% | $152,885-54.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -32.48% | 1029.77%-1062.3pp | 802.94%-835.4pp | 345.39%-377.9pp |
| Employer contribution / active EE | $1,000 | $5,858-82.9% | $5,144-80.6% | $4,763-79.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |