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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 | $35,416 | $142,426-75.1% | $115,167-69.2% | $152,909-76.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -0.14% | 41.48%-41.6pp | 35.60%-35.7pp | 345.46%-345.6pp |
| Employer contribution / active EE | $510 | $4,011-87.3% | $3,179-84.0% | $4,764-89.3% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $8,464-99.4% | $7,089-99.3% | $11,601-99.6% |