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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 | $30,621 | $72,426-57.7% | $67,560-54.7% | $145,897-79.0% |
| Participation rate | 95.2% | 76.9%+18.3pp | 72.9%+22.3pp | 80.3%+14.9pp |
| Annual return | 5.08% | 7226.78%-7221.7pp | 3533.50%-3528.4pp | 552.29%-547.2pp |
| Employer contribution / active EE | $282 | $3,074-90.8% | $2,737-89.7% | $4,663-94.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6 | $5,514-99.9% | $3,994-99.9% | $13,390-100.0% |