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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 | $23,216 | $107,806-78.5% | $90,655-74.4% | $135,382-82.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -23.73% | -0.90%-22.8pp | 1.89%-25.6pp | 519.77%-543.5pp |
| Employer contribution / active EE | $50 | $3,018-98.3% | $2,532-98.0% | $4,779-99.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $135 | $5,931-97.7% | $4,994-97.3% | $10,829-98.8% |