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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 | $19,767 | $133,998-85.2% | $112,263-82.4% | $134,545-85.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -66.10% | 47.17%-113.3pp | 27.49%-93.6pp | 418.37%-484.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,700 | $5,292+177.8% | $4,729+210.8% | $6,401+129.6% |
| Admin fee / account holder | $145 | $7,493-98.1% | $6,410-97.7% | $11,431-98.7% |