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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 | $90,691-65.7% | $76,119-59.1% | $145,884-78.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | -3.20% | 624.52%-627.7pp | 361.25%-364.4pp | 551.85%-555.0pp |
| Employer contribution / active EE | $477 | $3,329-85.7% | $2,693-82.3% | $4,662-89.8% |
| Participant deferral / active EE | $2,971 | $5,167-42.5% | $4,259-30.2% | $6,690-55.6% |
| Admin fee / account holder | $61 | $8,383-99.3% | $6,421-99.1% | $13,392-99.5% |