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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 | $8,049 | $92,743-91.3% | $82,744-90.3% | $134,532-94.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -24.12% | 946.63%-970.7pp | 702.22%-726.3pp | 418.27%-442.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,519 | $4,802-5.9% | $4,395+2.8% | $6,401-29.4% |
| Admin fee / account holder | $103 | $5,977-98.3% | $5,325-98.1% | $11,429-99.1% |