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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 | $74,512 | $152,591-51.2% | $117,529-36.6% | $134,545-44.6% |
| Participation rate | 91.7% | 77.1%+14.6pp | 70.6%+21.1pp | 81.2%+10.4pp |
| Annual return | -22.09% | 53.04%-75.1pp | 29.77%-51.9pp | 418.37%-440.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,392 | $4,821-71.1% | $4,072-65.8% | $6,401-78.2% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,431-100.0% |