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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 | $53,224 | $111,878-52.4% | $93,727-43.2% | $145,897-63.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | -33.21% | 204.28%-237.5pp | 133.83%-167.0pp | 552.29%-585.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,911 | $4,920-40.8% | $4,417-34.1% | $6,689-56.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |