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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 | $7,344 | $90,530-91.9% | $76,030-90.3% | $145,897-95.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 0.90% | 625.08%-624.2pp | 361.54%-360.6pp | 552.29%-551.4pp |
| Employer contribution / active EE | $469 | $3,319-85.9% | $2,688-82.6% | $4,663-89.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |