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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 | $33,004 | $118,708-72.2% | $98,920-66.6% | $158,966-79.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.27% | 372.49%-368.2pp | 196.47%-192.2pp | 302.95%-298.7pp |
| Employer contribution / active EE | $318 | $3,334-90.4% | $2,689-88.2% | $4,762-93.3% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $146 | $10,134-98.6% | $6,643-97.8% | $11,250-98.7% |