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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 | $117,904-77.7% | $102,457-74.3% | $145,978-82.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -40.74% | 31.80%-72.5pp | 29.41%-70.1pp | 550.52%-591.3pp |
| Employer contribution / active EE | $100 | $3,613-97.2% | $3,022-96.7% | $4,662-97.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |