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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 | $109,038 | $160,040-31.9% | $147,096-25.9% | $145,877-25.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 0.42% | 98.49%-98.1pp | 419.75%-419.3pp | 551.28%-550.9pp |
| Employer contribution / active EE | $544 | $5,289-89.7% | $4,936-89.0% | $4,663-88.3% |
| Participant deferral / active EE | $6,667 | $8,429-20.9% | $8,071-17.4% | $6,691-0.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |