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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 | $42,639 | $135,956-68.6% | $123,894-65.6% | $273,972-84.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.07% | 56.63%-56.7pp | 47.52%-47.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $251 | $5,170-95.1% | $4,617-94.6% | $4,869-94.8% |
| Participant deferral / active EE | $16,000 | $6,343+152.3% | $5,984+167.4% | $5,287+202.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |