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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 | $14,843 | $72,071-79.4% | $68,368-78.3% | $137,256-89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.01% | 353.14%-343.1pp | 292.57%-282.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,185 | $4,410-50.5% | $4,123-47.0% | $6,407-65.9% |
| Admin fee / account holder | $154 | $5,336-97.1% | $5,150-97.0% | $12,270-98.7% |