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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 | $40,883 | $190,879-78.6% | $160,009-74.4% | $134,532-69.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.45% | 552.63%-577.1pp | 408.85%-433.3pp | 418.27%-442.7pp |
| Employer contribution / active EE | $624 | $4,995-87.5% | $4,225-85.2% | $4,741-86.8% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |