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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 | $20,206 | $72,465-72.1% | $67,575-70.1% | $145,884-86.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 9.15% | 7222.56%-7213.4pp | 3528.98%-3519.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,145 | $4,786-76.1% | $4,003-71.4% | $6,690-82.9% |
| Admin fee / account holder | $158 | $5,515-97.1% | $3,993-96.0% | $13,392-98.8% |