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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 | $19,896 | $78,694-74.7% | $67,652-70.6% | $125,389-84.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -4.77% | 9.46%-14.2pp | 6625.40%-6630.2pp | 282.24%-287.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,474 | $4,292-42.4% | $3,560-30.5% | $5,352-53.8% |
| Admin fee / account holder | $177 | $7,403-97.6% | $4,821-96.3% | $9,541-98.1% |