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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 | $18,785 | $190,916-90.2% | $160,037-88.3% | $134,545-86.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -35.84% | 552.79%-588.6pp | 408.95%-444.8pp | 418.37%-454.2pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,483 | $6,925+80.3% | $6,184+101.9% | $6,401+95.0% |
| Admin fee / account holder | $28 | $10,497-99.7% | $8,716-99.7% | $11,431-99.8% |