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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 | $16,110 | $138,078-88.3% | $125,363-87.1% | $134,509-88.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.25% | 750.49%-771.7pp | 572.15%-593.4pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,754 | $7,800-13.4% | $7,447-9.3% | $6,400+5.5% |
| Admin fee / account holder | $43 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |