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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 | $68,738 | $96,388-28.7% | $80,627-14.7% | $139,466-50.7% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 1.10% | 1352.08%-1351.0pp | 936.76%-935.7pp | 373.66%-372.6pp |
| Employer contribution / active EE | $182 | $3,260-94.4% | $2,723-93.3% | $4,754-96.2% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |