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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 | $22,505 | $93,098-75.8% | $77,081-70.8% | $134,509-83.3% |
| Participation rate | 86.4% | 74.5%+11.9pp | 67.9%+18.4pp | 81.2%+5.1pp |
| Annual return | -28.53% | 62.63%-91.2pp | 42.33%-70.9pp | 418.13%-446.7pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,592 | $5,239+121.2% | $4,428+161.8% | $6,400+81.1% |
| Admin fee / account holder | $15 | $6,945-99.8% | $5,427-99.7% | $11,427-99.9% |