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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 | $48,588 | $149,741-67.6% | $118,914-59.1% | $158,982-69.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 1.30% | 19.94%-18.6pp | 35.89%-34.6pp | 302.99%-301.7pp |
| Employer contribution / active EE | $50 | $4,119-98.8% | $3,264-98.5% | $4,763-99.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |