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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 | $38,483 | $100,811-61.8% | $86,698-55.6% | $134,545-71.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -33.53% | 29.11%-62.6pp | 35.96%-69.5pp | 418.37%-451.9pp |
| Employer contribution / active EE | $477 | $3,490-86.3% | $2,837-83.2% | $4,742-90.0% |
| Participant deferral / active EE | $5,392 | $5,339+1.0% | $4,656+15.8% | $6,401-15.8% |
| Admin fee / account holder | $16 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |