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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 | $38,854 | $84,236-53.9% | $170,435-77.2% | $70,126-44.6% |
| Participation rate | 89.6% | 70.8%+18.7pp | 83.6%+6.0pp | 69.5%+20.0pp |
| Annual return | -12.08% | 23.06%-35.1pp | 205.94%-218.0pp | 73.15%-85.2pp |
| Employer contribution / active EE | $224 | $3,387-93.4% | $5,432-95.9% | $2,343-90.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |