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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 | $60,411 | $167,353-63.9% | $143,797-58.0% | $134,545-55.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.09% | 0.48%-21.6pp | -0.04%-21.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $27 | $5,620-99.5% | $4,952-99.5% | $4,742-99.4% |
| Participant deferral / active EE | $14,100 | $6,447+118.7% | $5,638+150.1% | $6,401+120.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |