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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 | $60,809 | $106,247-42.8% | $96,515-37.0% | $139,466-56.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.75% | 38.47%-36.7pp | 35.73%-34.0pp | 373.66%-371.9pp |
| Employer contribution / active EE | $531 | $4,106-87.1% | $3,740-85.8% | $4,754-88.8% |
| Participant deferral / active EE | $3,575 | $5,456-34.5% | $4,880-26.7% | $6,712-46.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |