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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 | $27,346 | $73,546-62.8% | $63,018-56.6% | $147,586-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.73% | 175.56%-170.8pp | 87.62%-82.9pp | 578.59%-573.9pp |
| Employer contribution / active EE | $285 | $3,324-91.4% | $2,761-89.7% | $4,876-94.2% |
| Participant deferral / active EE | $1,335 | $4,185-68.1% | $3,330-59.9% | $5,439-75.5% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |