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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 | $24,373 | $167,504-85.4% | $151,628-83.9% | $134,509-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.68% | 7.81%-32.5pp | 3.34%-28.0pp | 418.13%-442.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,174 | $8,985+35.5% | $8,363+45.6% | $6,400+90.2% |
| Admin fee / account holder | $159 | $13,779-98.8% | $11,613-98.6% | $11,427-98.6% |