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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 | $7,239 | $92,684-92.2% | $82,706-91.2% | $134,509-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.38% | 945.84%-970.2pp | 701.76%-726.1pp | 418.13%-442.5pp |
| Employer contribution / active EE | $200 | $3,272-93.9% | $3,007-93.4% | $4,741-95.8% |
| Participant deferral / active EE | $4,408 | $4,800-8.2% | $4,394+0.3% | $6,400-31.1% |
| Admin fee / account holder | $28 | $5,982-99.5% | $5,329-99.5% | $11,427-99.8% |