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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 | $23,986 | $138,102-82.6% | $125,381-80.9% | $134,532-82.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -33.53% | 750.73%-784.3pp | 572.31%-605.8pp | 418.27%-451.8pp |
| Employer contribution / active EE | $323 | $5,245-93.9% | $4,815-93.3% | $4,741-93.2% |
| Participant deferral / active EE | $4,392 | $7,801-43.7% | $7,448-41.0% | $6,401-31.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |