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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 | $21,565 | $90,486-76.2% | $78,676-72.6% | $273,972-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.09% | 75.62%-75.7pp | 62.19%-62.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,666 | $3,901-57.3% | $3,517-52.6% | $5,287-68.5% |
| Admin fee / account holder | $162 | $5,263-96.9% | $4,510-96.4% | $10,133-98.4% |