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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 | $13,733 | $81,664-83.2% | $70,476-80.5% | $158,966-91.4% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | -85.12% | 208.59%-293.7pp | 109.12%-194.2pp | 302.95%-388.1pp |
| Employer contribution / active EE | $285 | $3,219-91.1% | $2,738-89.6% | $4,762-94.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |