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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 | $26,069 | $138,075-81.1% | $123,552-78.9% | $135,379-80.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -19.26% | 153.70%-173.0pp | 119.20%-138.5pp | 519.79%-539.0pp |
| Employer contribution / active EE | $454 | $5,152-91.2% | $4,628-90.2% | $4,779-90.5% |
| Participant deferral / active EE | $6,000 | $6,800-11.8% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |