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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 | $10,820 | $96,678-88.8% | $86,640-87.5% | $139,466-92.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 8.58% | 106.69%-98.1pp | 592.52%-583.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,102 | $4,837+5.5% | $4,438+15.0% | $6,712-24.0% |
| Admin fee / account holder | $155 | $6,410-97.6% | $5,616-97.2% | $11,409-98.6% |