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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 | $45,315 | $209,428-78.4% | $178,498-74.6% | $158,950-71.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.87% | 188.78%-185.9pp | 151.09%-148.2pp | 302.91%-300.0pp |
| Employer contribution / active EE | $201 | $5,707-96.5% | $5,011-96.0% | $4,762-95.8% |
| Participant deferral / active EE | $3,676 | $5,955-38.3% | $5,202-29.3% | $5,983-38.6% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |