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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 | $40,865 | $201,370-79.7% | $184,256-77.8% | $145,897-72.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.34% | 29.05%-28.7pp | 28.85%-28.5pp | 552.29%-552.0pp |
| Employer contribution / active EE | $500 | $7,024-92.9% | $6,427-92.2% | $4,663-89.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |