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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 | $19,151 | $121,656-84.3% | $104,614-81.7% | $158,950-88.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -16.49% | 465.51%-482.0pp | 340.56%-357.1pp | 302.91%-319.4pp |
| Employer contribution / active EE | $150 | $3,164-95.3% | $2,681-94.4% | $4,762-96.9% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |