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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 | $21,855 | $138,078-84.2% | $125,363-82.6% | $134,509-83.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -23.60% | 750.49%-774.1pp | 572.15%-595.7pp | 418.13%-441.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,799 | $7,8000% | $7,447+4.7% | $6,400+21.8% |
| Admin fee / account holder | $16 | $11,566-99.9% | $10,005-99.8% | $11,427-99.9% |