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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 | $2,466 | $51,638-95.2% | $68,368-96.4% | $82,448-97.0% |
| Participation rate | 91.1% | 63.6%+27.5pp | 73.8%+17.4pp | 68.1%+23.0pp |
| Annual return | -23.20% | 37.53%-60.7pp | 292.57%-315.8pp | 41.64%-64.8pp |
| Employer contribution / active EE | $91 | $2,047-95.6% | $2,649-96.6% | $2,551-96.4% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $145 | $4,643-96.9% | $5,150-97.2% | $7,234-98.0% |