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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 | $103,473 | $755,339-86.3% | $379,746-72.8% | $158,966-34.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 1.69% | 53.41%-51.7pp | 34.90%-33.2pp | 302.95%-301.3pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,000 | $7,938-37.0% | $6,024-17.0% | $5,983-16.4% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,250-100.0% |