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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 | $15,776 | $84,684-81.4% | $73,835-78.6% | $125,388-87.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -5.53% | 3123.93%-3129.5pp | 2268.13%-2273.7pp | 282.24%-287.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $901 | $3,993-77.4% | $3,583-74.9% | $5,352-83.2% |
| Admin fee / account holder | $181 | $5,691-96.8% | $4,880-96.3% | $9,541-98.1% |