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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 | $22,474 | $110,830-79.7% | $86,625-74.1% | $167,553-86.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | -24.38% | 116.99%-141.4pp | 63.52%-87.9pp | 478.89%-503.3pp |
| Employer contribution / active EE | $48 | $3,245-98.5% | $2,496-98.1% | $4,840-99.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $34 | $8,420-99.6% | $5,830-99.4% | $12,316-99.7% |