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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 | $56,609 | $202,342-72.0% | $172,753-67.2% | $152,909-63.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.01% | 1029.88%-1027.9pp | 803.00%-801.0pp | 345.46%-343.5pp |
| Employer contribution / active EE | $215 | $5,857-96.3% | $5,144-95.8% | $4,764-95.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $201 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |