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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 | $19,822 | $75,935-73.9% | $60,547-67.3% | $125,389-84.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -5.57% | -5.38%-0.2pp | 335.64%-341.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $376 | $3,438-89.1% | $2,419-84.5% | $4,866-92.3% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $135 | $6,768-98.0% | $4,536-97.0% | $9,541-98.6% |