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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 | $9,797 | $32,117-69.5% | $71,086-86.2% | $64,181-84.7% |
| Participation rate | 89.8% | 42.7%+47.1pp | 54.7%+35.1pp | 69.6%+20.2pp |
| Annual return | -10.99% | -5.57%-5.4pp | 650.59%-661.6pp | 7.63%-18.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,373 | $1,263+87.9% | $1,874+26.6% | $3,470-31.6% |
| Admin fee / account holder | $179 | $2,759-93.5% | $3,082-94.2% | $4,887-96.3% |