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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 | $17,501 | $138,102-87.3% | $125,381-86.0% | $134,532-87.0% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -56.21% | 750.73%-806.9pp | 572.31%-628.5pp | 418.27%-474.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,883 | $7,801+116.4% | $7,448+126.7% | $6,401+163.8% |
| Admin fee / account holder | $176 | $11,568-98.5% | $10,007-98.2% | $11,429-98.5% |