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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 | $39,097 | $118,869-67.1% | $96,575-59.5% | $167,518-76.7% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | -23.09% | 50.49%-73.6pp | 37.79%-60.9pp | 478.71%-501.8pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,212 | $4,616-30.4% | $3,849-16.5% | $6,342-49.3% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |