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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 | $46,200 | $202,440-77.2% | $169,390-72.7% | $139,466-66.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -32.00% | 532.36%-564.4pp | 406.07%-438.1pp | 373.66%-405.7pp |
| Employer contribution / active EE | $158 | $4,693-96.6% | $4,013-96.1% | $4,754-96.7% |
| Participant deferral / active EE | $2,715 | $6,940-60.9% | $6,222-56.4% | $6,712-59.6% |
| Admin fee / account holder | $103 | $10,722-99.0% | $9,015-98.9% | $11,409-99.1% |