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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 | $2,939 | $72,071-95.9% | $68,368-95.7% | $137,256-97.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -8.39% | 353.14%-361.5pp | 292.57%-301.0pp | 220.34%-228.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,720 | $4,410-38.3% | $4,123-34.0% | $6,407-57.5% |
| Admin fee / account holder | $150 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |