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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 | $19,168 | $106,557-82.0% | $91,227-79.0% | $134,545-85.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -24.81% | 160.81%-185.6pp | 114.14%-139.0pp | 418.37%-443.2pp |
| Employer contribution / active EE | $265 | $3,332-92.0% | $2,851-90.7% | $4,742-94.4% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $260 | $6,235-95.8% | $5,423-95.2% | $11,431-97.7% |