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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 | $79,283 | $157,304-49.6% | $141,197-43.8% | $152,909-48.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.09% | 64.34%-64.3pp | 71.41%-71.3pp | 345.46%-345.4pp |
| Employer contribution / active EE | $267 | $5,263-94.9% | $4,736-94.4% | $4,764-94.4% |
| Participant deferral / active EE | $16,000 | $7,111+125.0% | $6,710+138.4% | $5,851+173.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |