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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 | $44,168 | $110,039-59.9% | $97,260-54.6% | $145,884-69.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.41% | 244.44%-238.0pp | 75.54%-69.1pp | 551.85%-545.4pp |
| Employer contribution / active EE | $250 | $3,074-91.9% | $2,721-90.8% | $4,662-94.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $134 | $6,204-97.8% | $5,640-97.6% | $13,392-99.0% |