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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 | $22,771 | $84,697-73.1% | $73,845-69.2% | $125,393-81.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.03% | 3123.66%-3127.7pp | 2267.91%-2271.9pp | 282.23%-286.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,667 | $3,993+217.3% | $3,583+253.5% | $5,351+136.7% |
| Admin fee / account holder | $16 | $5,692-99.7% | $4,881-99.7% | $9,541-99.8% |