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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 | $42,282 | $117,777-64.1% | $71,778-41.1% | $134,545-68.6% |
| Participation rate | 75.0% | 68.9%+6.1pp | 62.3%+12.7pp | 81.2%-6.2pp |
| Annual return | -1757.62% | 25.46%-1783.1pp | 9.15%-1766.8pp | 418.37%-2176.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $34,323 | $3,756+813.9% | $2,656+1192.1% | $6,401+436.2% |
| Admin fee / account holder | $118 | $6,379-98.1% | $3,974-97.0% | $11,431-99.0% |