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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 | $72,446-57.7% | $67,561-54.7% | $145,877-79.0% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.3pp | 80.3%+14.9pp |
| Annual return | 5.08% | 7211.98%-7206.9pp | 3525.44%-3520.4pp | 551.28%-546.2pp |
| Employer contribution / active EE | $282 | $3,072-90.8% | $2,735-89.7% | $4,663-94.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6 | $5,541-99.9% | $4,006-99.9% | $13,402-100.0% |