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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 | $7,560 | $82,314-90.8% | $68,808-89.0% | $134,532-94.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.31% | -2.18%-19.1pp | -6.37%-14.9pp | 418.27%-439.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,035 | $4,740-14.9% | $3,942+2.4% | $6,401-37.0% |
| Admin fee / account holder | $28 | $6,484-99.6% | $4,936-99.4% | $11,429-99.8% |