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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 | $17,150 | $138,078-87.6% | $125,363-86.3% | $134,509-87.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -20.98% | 750.49%-771.5pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $871 | $5,245-83.4% | $4,815-81.9% | $4,741-81.6% |
| Participant deferral / active EE | $3,162 | $7,800-59.5% | $7,447-57.5% | $6,400-50.6% |
| Admin fee / account holder | $1 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |