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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 | $57,500 | $87,132-34.0% | $105,624-45.6% | $80,959-29.0% |
| Participation rate | 98.0% | 70.4%+27.5pp | 75.3%+22.7pp | 67.7%+30.3pp |
| Annual return | -31.18% | 17.03%-48.2pp | 116.20%-147.4pp | 35.67%-66.8pp |
| Employer contribution / active EE | $509 | $2,397-78.7% | $3,168-83.9% | $2,757-81.5% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $204 | $8,449-97.6% | $10,961-98.1% | $6,925-97.1% |