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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 | $9,168 | $88,585-89.7% | $69,884-86.9% | $134,532-93.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -25.13% | 442.80%-467.9pp | 190.81%-215.9pp | 418.27%-443.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,479 | $4,770+14.9% | $3,848+42.4% | $6,401-14.4% |
| Admin fee / account holder | $14 | $10,441-99.9% | $6,266-99.8% | $11,429-99.9% |