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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 | $22,494 | $167,362-86.6% | $143,799-84.4% | $134,532-83.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -20.12% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,050 | $5,620-81.3% | $4,952-78.8% | $4,741-77.9% |
| Participant deferral / active EE | $5,611 | $6,447-13.0% | $5,638-0.5% | $6,401-12.3% |
| Admin fee / account holder | $93 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |