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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 | $55,172 | $155,555-64.5% | $146,866-62.4% | $155,188-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -0.86% | 115.41%-116.3pp | 102.85%-103.7pp | 148.84%-149.7pp |
| Employer contribution / active EE | $401 | $4,647-91.4% | $4,425-90.9% | $4,248-90.6% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |