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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 | $125,250 | $108,882+15.0% | $96,754+29.5% | $154,746-19.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -50.00% | 98.39%-148.4pp | 82.04%-132.0pp | 172.34%-222.3pp |
| Employer contribution / active EE | $250 | $3,018-91.7% | $2,679-90.7% | $4,379-94.3% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |