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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 | $5,689 | $70,366-91.9% | $66,674-91.5% | $138,895-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.22% | 386.41%-379.2pp | 321.24%-314.0pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,560 | $4,374-41.5% | $4,084-37.3% | $6,396-60.0% |
| Admin fee / account holder | $32 | $5,262-99.4% | $5,098-99.4% | $12,562-99.7% |