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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 | $8,173 | $68,097-88.0% | $62,929-87.0% | $137,256-94.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 3.70% | 1859.11%-1855.4pp | 1063.93%-1060.2pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,492 | $4,553-67.2% | $3,888-61.6% | $6,407-76.7% |
| Admin fee / account holder | $62 | $6,521-99.1% | $5,065-98.8% | $12,270-99.5% |