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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 | $183,516-84.3% | $155,534-81.5% | $145,884-80.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -55.82% | 61.43%-117.2pp | 64.92%-120.7pp | 551.85%-607.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,841 | $6,467+52.2% | $5,630+74.8% | $6,690+47.1% |
| Admin fee / account holder | $242 | $19,293-98.7% | $15,900-98.5% | $13,392-98.2% |