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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 | $28,725 | $183,592-84.4% | $155,567-81.5% | $145,959-80.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -55.82% | 61.24%-117.1pp | 64.74%-120.6pp | 561.95%-617.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,841 | $6,464+52.2% | $5,628+74.9% | $6,689+47.1% |
| Admin fee / account holder | $242 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |