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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 | $34,460 | $190,862-81.9% | $159,991-78.5% | $134,509-74.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -20.81% | 552.59%-573.4pp | 408.82%-429.6pp | 418.13%-438.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,570 | $6,924-62.9% | $6,183-58.4% | $6,400-59.8% |
| Admin fee / account holder | $217 | $10,495-97.9% | $8,715-97.5% | $11,427-98.1% |