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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 | $21,720 | $97,732-77.8% | $83,831-74.1% | $135,380-84.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.61% | 1287.56%-1298.2pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,995 | $4,683+70.7% | $4,082+95.9% | $5,609+42.5% |
| Admin fee / account holder | $118 | $6,675-98.2% | $5,479-97.9% | $10,828-98.9% |