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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 | $57,314 | $92,766-38.2% | $82,763-30.7% | $134,545-57.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -22.48% | 946.97%-969.5pp | 702.45%-724.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,138 | $4,802+27.8% | $4,395+39.6% | $6,401-4.1% |
| Admin fee / account holder | $40 | $5,978-99.3% | $5,325-99.2% | $11,431-99.7% |