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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 | $73,987 | $407,956-81.9% | $299,830-75.3% | $198,609-62.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 1.35% | 6.66%-5.3pp | 10.58%-9.2pp | 202.70%-201.3pp |
| Employer contribution / active EE | $1,213 | $7,661-84.2% | $5,842-79.2% | $5,055-76.0% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $73,031-100.0% | $50,982-100.0% | $19,030-100.0% |