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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 | $23,110 | $96,691-76.1% | $86,656-73.3% | $139,487-83.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | -1.46% | 106.87%-108.3pp | 593.09%-594.6pp | 373.84%-375.3pp |
| Employer contribution / active EE | $206 | $3,267-93.7% | $3,025-93.2% | $4,755-95.7% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |