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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 | $22,579 | $68,097-66.8% | $62,929-64.1% | $137,256-83.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 8.69% | 1859.11%-1850.4pp | 1063.93%-1055.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,410 | $4,553-25.1% | $3,888-12.3% | $6,407-46.8% |
| Admin fee / account holder | $292 | $6,521-95.5% | $5,065-94.2% | $12,270-97.6% |