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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 | $22,169 | $99,652-77.8% | $78,778-71.9% | $147,586-85.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.62% | 47.28%-41.7pp | 35.62%-30.0pp | 578.59%-573.0pp |
| Employer contribution / active EE | $200 | $2,796-92.9% | $1,986-89.9% | $4,876-95.9% |
| Participant deferral / active EE | $799 | $3,664-78.2% | $2,958-73.0% | $5,439-85.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |