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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 | $47,563 | $138,078-65.6% | $125,363-62.1% | $134,509-64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.36% | 750.49%-772.8pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,100 | $7,800+3.8% | $7,447+8.8% | $6,400+26.5% |
| Admin fee / account holder | $172 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |