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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 | $10,287 | $111,535-90.8% | $105,223-90.2% | $137,256-92.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.18% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,645 | $5,500-51.9% | $5,072-47.8% | $6,407-58.7% |
| Admin fee / account holder | $147 | $9,721-98.5% | $8,859-98.3% | $12,270-98.8% |