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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 | $29,104 | $95,867-69.6% | $79,551-63.4% | $134,493-78.4% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -24.96% | -2.73%-22.2pp | 0.14%-25.1pp | 418.01%-443.0pp |
| Employer contribution / active EE | $444 | $3,128-85.8% | $2,413-81.6% | $4,740-90.6% |
| Participant deferral / active EE | $2,218 | $4,692-52.7% | $3,985-44.3% | $6,400-65.3% |
| Admin fee / account holder | $110 | $9,127-98.8% | $6,833-98.4% | $11,425-99.0% |