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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 | $58,707 | $117,433-50.0% | $99,475-41.0% | $152,897-61.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | -9.29% | 31.87%-41.2pp | 30.72%-40.0pp | 345.43%-354.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $17,500 | $4,086+328.3% | $3,619+383.6% | $5,851+199.1% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |