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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 | $24,538 | $159,934-84.7% | $147,005-83.3% | $145,959-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.60% | 98.24%-100.8pp | 418.76%-421.4pp | 561.95%-564.5pp |
| Employer contribution / active EE | $834 | $5,287-84.2% | $4,934-83.1% | $4,661-82.1% |
| Participant deferral / active EE | $3,286 | $8,427-61.0% | $8,070-59.3% | $6,689-50.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |