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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 | $46,949 | $180,028-73.9% | $138,135-66.0% | $158,982-70.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -6.09% | 21.68%-27.8pp | 20.51%-26.6pp | 302.99%-309.1pp |
| Employer contribution / active EE | $675 | $7,470-91.0% | $5,587-87.9% | $4,763-85.8% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $17,912-99.9% | $11,856-99.8% | $11,252-99.8% |