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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 | $39,955 | $138,072-71.1% | $123,549-67.7% | $135,382-70.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.42% | 153.69%-163.1pp | 119.20%-128.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $44 | $5,152-99.2% | $4,628-99.1% | $4,779-99.1% |
| Participant deferral / active EE | $2,245 | $6,799-67.0% | $6,426-65.1% | $5,609-60.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |