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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 | $0 | $57,828-100.0% | $117,039-100.0% | $70,126-100.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | -111.25% | 17.55%-128.8pp | 18.95%-130.2pp | 73.15%-184.4pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,826 | $2,438+98.0% | $3,929+22.8% | $3,332+44.8% |
| Admin fee / account holder | $16 | $3,548-99.5% | $5,974-99.7% | $4,645-99.7% |