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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 | $10,083 | $103,038-90.2% | $90,324-88.8% | $152,909-93.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.90% | 95.25%-93.3pp | 78.15%-76.2pp | 345.46%-343.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,600 | $4,282-15.9% | $3,885-7.3% | $5,851-38.5% |
| Admin fee / account holder | $39 | $6,177-99.4% | $5,356-99.3% | $11,601-99.7% |