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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 | $95,917-69.7% | $79,583-63.4% | $134,545-78.4% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -24.96% | -2.70%-22.3pp | 0.16%-25.1pp | 418.37%-443.3pp |
| Employer contribution / active EE | $444 | $3,129-85.8% | $2,414-81.6% | $4,742-90.6% |
| Participant deferral / active EE | $2,218 | $4,694-52.8% | $3,986-44.4% | $6,401-65.4% |
| Admin fee / account holder | $110 | $9,132-98.8% | $6,835-98.4% | $11,431-99.0% |