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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 | $38,084 | $165,399-77.0% | $149,745-74.6% | $158,982-76.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.54% | 348.34%-346.8pp | 276.72%-275.2pp | 302.99%-301.4pp |
| Employer contribution / active EE | $691 | $5,105-86.5% | $4,646-85.1% | $4,763-85.5% |
| Participant deferral / active EE | $12,923 | $7,183+79.9% | $6,843+88.9% | $5,983+116.0% |
| Admin fee / account holder | $41 | $10,811-99.6% | $9,312-99.6% | $11,252-99.6% |