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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 | $100,368 | $209,874-52.2% | $189,537-47.0% | $167,536-40.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.19% | 748.61%-748.4pp | 555.34%-555.1pp | 478.82%-478.6pp |
| Employer contribution / active EE | $1,167 | $6,913-83.1% | $6,161-81.1% | $4,839-75.9% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |