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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 | $51,114 | $131,835-61.2% | $108,582-52.9% | $273,972-81.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.19% | -91.57%+88.4pp | -51.70%+48.5pp | 41.46%-44.6pp |
| Employer contribution / active EE | $714 | $4,913-85.5% | $3,758-81.0% | $4,869-85.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $136 | $10,253-98.7% | $7,645-98.2% | $10,133-98.7% |