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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 | $62,863 | $98,776-36.4% | $149,745-58.0% | $79,856-21.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -17.01% | 27.38%-44.4pp | 276.72%-293.7pp | 31.71%-48.7pp |
| Employer contribution / active EE | $492 | $3,217-84.7% | $4,646-89.4% | $2,471-80.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $134 | $6,053-97.8% | $9,312-98.6% | $5,306-97.5% |