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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 | $0 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -3.32% | 348.34%-351.7pp | 276.72%-280.0pp | 302.99%-306.3pp |
| Employer contribution / active EE | $258 | $5,105-94.9% | $4,646-94.4% | $4,763-94.6% |
| Participant deferral / active EE | $25,258 | $7,183+251.6% | $6,843+269.1% | $5,983+322.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |