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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 | $143,119 | $196,972-27.3% | $182,262-21.5% | $198,609-27.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 1.63% | 158.27%-156.6pp | 140.60%-139.0pp | 202.70%-201.1pp |
| Employer contribution / active EE | $706 | $5,364-86.8% | $5,046-86.0% | $5,055-86.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |