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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 | $10,182 | $67,214-84.9% | $61,491-83.4% | $134,545-92.4% |
| Participation rate | 88.9% | 83.7%+5.2pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -27.53% | -12.08%-15.5pp | -12.98%-14.6pp | 418.37%-445.9pp |
| Employer contribution / active EE | $1,123 | $4,974-77.4% | $4,246-73.6% | $4,742-76.3% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,401-100.0% |
| Admin fee / account holder | $87 | $4,610-98.1% | $4,312-98.0% | $11,431-99.2% |