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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 | $47,276 | $114,130-58.6% | $96,192-50.9% | $167,553-71.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | -10.43% | 190.07%-200.5pp | 192.09%-202.5pp | 478.89%-489.3pp |
| Employer contribution / active EE | $37 | $3,431-98.9% | $2,799-98.7% | $4,840-99.2% |
| Participant deferral / active EE | $3,110 | $5,198-40.2% | $4,351-28.5% | $6,343-51.0% |
| Admin fee / account holder | $83 | $6,901-98.8% | $5,539-98.5% | $12,316-99.3% |