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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 | $25,788 | $142,392-81.9% | $119,622-78.4% | $134,532-80.8% |
| Participation rate | 95.5% | 82.8%+12.6pp | 79.3%+16.2pp | 81.2%+14.2pp |
| Annual return | -20.46% | -12.46%-8.0pp | -14.98%-5.5pp | 418.27%-438.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,051 | $6,467-21.9% | $5,601-9.8% | $6,401-21.1% |
| Admin fee / account holder | $181 | $13,593-98.7% | $10,328-98.3% | $11,429-98.4% |