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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 | $22,007 | $78,694-72.0% | $67,652-67.5% | $125,389-82.4% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -5.73% | 9.46%-15.2pp | 6625.40%-6631.1pp | 282.24%-288.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,075 | $4,292-28.4% | $3,560-13.6% | $5,352-42.5% |
| Admin fee / account holder | $286 | $7,403-96.1% | $4,821-94.1% | $9,541-97.0% |