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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 | $56,139 | $85,766-34.5% | $136,298-58.8% | $70,126-19.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -7.18% | 31.46%-38.6pp | 5156.27%-5163.5pp | 73.15%-80.3pp |
| Employer contribution / active EE | $56 | $2,966-98.1% | $4,696-98.8% | $2,343-97.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $40 | $5,421-99.3% | $9,244-99.6% | $4,645-99.1% |