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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 | $35,694 | $149,741-76.2% | $118,914-70.0% | $158,982-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -0.34% | 19.94%-20.3pp | 35.89%-36.2pp | 302.99%-303.3pp |
| Employer contribution / active EE | $398 | $4,119-90.3% | $3,264-87.8% | $4,763-91.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $120 | $8,607-98.6% | $6,582-98.2% | $11,252-98.9% |