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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 | $21,495 | $106,008-79.7% | $92,240-76.7% | $147,586-85.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 7.13% | 50.05%-42.9pp | 176.29%-169.2pp | 578.59%-571.5pp |
| Employer contribution / active EE | $670 | $4,333-84.5% | $3,680-81.8% | $4,876-86.3% |
| Participant deferral / active EE | $1,283 | $4,478-71.3% | $3,897-67.1% | $5,439-76.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |