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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 | $17,105 | $90,617-81.1% | $79,476-78.5% | $135,382-87.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -100.94% | 977.57%-1078.5pp | 718.21%-819.2pp | 519.77%-620.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,500 | $4,050+356.7% | $3,704+399.5% | $5,609+229.8% |
| Admin fee / account holder | $81 | $5,907-98.6% | $5,113-98.4% | $10,829-99.3% |