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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 | $14,242 | $58,311-75.6% | $81,882-82.6% | $80,959-82.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -34.16% | 41.85%-76.0pp | 779.47%-813.6pp | 35.67%-69.8pp |
| Employer contribution / active EE | $155 | $2,347-93.4% | $2,916-94.7% | $2,757-94.4% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $103 | $4,752-97.8% | $7,360-98.6% | $6,925-98.5% |