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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 | $20,297 | $142,392-85.7% | $119,622-83.0% | $134,532-84.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.92% | -12.46%-8.5pp | -14.98%-5.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $165 | $5,224-96.8% | $4,232-96.1% | $4,741-96.5% |
| Participant deferral / active EE | $19,625 | $6,467+203.5% | $5,601+250.4% | $6,401+206.6% |
| Admin fee / account holder | $15 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |