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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 | $26,336 | $117,859-77.7% | $102,438-74.3% | $145,959-82.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -40.74% | 31.72%-72.5pp | 29.37%-70.1pp | 561.95%-602.7pp |
| Employer contribution / active EE | $100 | $3,615-97.2% | $3,024-96.7% | $4,661-97.9% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |