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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 | $141,791 | $104,924+35.1% | $84,623+67.6% | $152,885-7.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 1.32% | 373.82%-372.5pp | 258.77%-257.4pp | 345.39%-344.1pp |
| Employer contribution / active EE | $126 | $3,302-96.2% | $2,652-95.2% | $4,763-97.4% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |