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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 | $76,049 | $152,597-50.2% | $117,533-35.3% | $134,532-43.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.45% | 53.04%-75.5pp | 29.77%-52.2pp | 418.27%-440.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,102 | $4,821+68.1% | $4,072+98.9% | $6,401+26.6% |
| Admin fee / account holder | $271 | $7,007-96.1% | $5,647-95.2% | $11,429-97.6% |