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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 | $86,602 | $162,136-46.6% | $152,301-43.1% | $154,746-44.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -36.78% | 91.02%-127.8pp | 80.50%-117.3pp | 172.34%-209.1pp |
| Employer contribution / active EE | $500 | $4,890-89.8% | $4,624-89.2% | $4,379-88.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $76 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |