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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 | $31,141 | $90,530-65.6% | $76,030-59.0% | $145,897-78.7% |
| Participation rate | 70.0% | 74.4%-4.4pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | -3.20% | 625.08%-628.3pp | 361.54%-364.7pp | 552.29%-555.5pp |
| Employer contribution / active EE | $477 | $3,319-85.6% | $2,688-82.3% | $4,663-89.8% |
| Participant deferral / active EE | $2,971 | $5,164-42.5% | $4,257-30.2% | $6,689-55.6% |
| Admin fee / account holder | $61 | $8,383-99.3% | $6,421-99.0% | $13,390-99.5% |