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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 | $175,999 | $96,388+82.6% | $80,627+118.3% | $139,466+26.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -19.09% | 1352.08%-1371.2pp | 936.76%-955.8pp | 373.66%-392.8pp |
| Employer contribution / active EE | $125 | $3,260-96.2% | $2,723-95.4% | $4,754-97.4% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |