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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 | $58,258-75.6% | $81,820-82.6% | $80,925-82.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -34.16% | 41.76%-75.9pp | 777.93%-812.1pp | 35.65%-69.8pp |
| Employer contribution / active EE | $155 | $2,345-93.4% | $2,915-94.7% | $2,756-94.4% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $103 | $4,976-97.9% | $7,391-98.6% | $6,940-98.5% |