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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 | $16,567 | $138,102-88.0% | $125,381-86.8% | $134,532-87.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -26.67% | 750.73%-777.4pp | 572.31%-599.0pp | 418.27%-444.9pp |
| Employer contribution / active EE | $643 | $5,245-87.7% | $4,815-86.7% | $4,741-86.4% |
| Participant deferral / active EE | $8,737 | $7,801+12.0% | $7,448+17.3% | $6,401+36.5% |
| Admin fee / account holder | $142 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |