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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 | $44,103 | $135,639-67.5% | $110,241-60.0% | $135,382-67.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.12% | 513.21%-523.3pp | 314.75%-324.9pp | 519.77%-529.9pp |
| Employer contribution / active EE | $792 | $4,907-83.9% | $3,827-79.3% | $4,779-83.4% |
| Participant deferral / active EE | $6,167 | $5,507+12.0% | $4,672+32.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |