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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 | $33,053 | $217,432-84.8% | $185,849-82.2% | $167,536-80.3% |
| Participation rate | 76.5% | 86.1%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 2.43% | 148.42%-146.0pp | 122.10%-119.7pp | 478.82%-476.4pp |
| Employer contribution / active EE | $219 | $5,875-96.3% | $5,169-95.8% | $4,839-95.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |