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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 | $50,704 | $167,362-69.7% | $143,799-64.7% | $134,532-62.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.42% | 0.47%-20.9pp | -0.04%-20.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $725 | $5,620-87.1% | $4,952-85.4% | $4,741-84.7% |
| Participant deferral / active EE | $2,323 | $6,447-64.0% | $5,638-58.8% | $6,401-63.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |