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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 | $87,059-34.0% | $105,608-45.6% | $80,925-28.9% |
| Participation rate | 98.0% | 70.4%+27.5pp | 75.3%+22.7pp | 67.7%+30.3pp |
| Annual return | -31.18% | 17.05%-48.2pp | 116.50%-147.7pp | 35.65%-66.8pp |
| Employer contribution / active EE | $509 | $2,396-78.7% | $3,167-83.9% | $2,756-81.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $204 | $8,443-97.6% | $11,028-98.2% | $6,940-97.1% |