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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 | $45,012 | $176,688-74.5% | $130,660-65.6% | $152,897-70.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.06% | 2693.08%-2688.0pp | 1709.29%-1704.2pp | 345.43%-340.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,421 | $4,362+70.1% | $3,603+105.9% | $5,851+26.8% |
| Admin fee / account holder | $206 | $7,131-97.1% | $5,463-96.2% | $11,599-98.2% |