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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 | $26,783 | $97,732-72.6% | $83,831-68.1% | $135,380-80.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.23% | 1287.56%-1297.8pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $237 | $4,222-94.4% | $3,631-93.5% | $4,779-95.0% |
| Participant deferral / active EE | $2,085 | $4,683-55.5% | $4,082-48.9% | $5,609-62.8% |
| Admin fee / account holder | $160 | $6,675-97.6% | $5,479-97.1% | $10,828-98.5% |