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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 | $42,498 | $138,114-69.2% | $125,391-66.1% | $134,545-68.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.30% | 750.88%-773.2pp | 572.41%-594.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,521 | $7,801+9.2% | $7,448+14.4% | $6,401+33.1% |
| Admin fee / account holder | $22 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |