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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 | $52,390 | $167,353-68.7% | $143,797-63.6% | $134,545-61.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -20.78% | 0.48%-21.3pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $4 | $5,620-99.9% | $4,952-99.9% | $4,742-99.9% |
| Participant deferral / active EE | $10,532 | $6,447+63.4% | $5,638+86.8% | $6,401+64.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |