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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 | $42,839 | $97,125-55.9% | $86,233-50.3% | $137,256-68.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 0.31% | 74.19%-73.9pp | 61.39%-61.1pp | 220.34%-220.0pp |
| Employer contribution / active EE | $84 | $2,841-97.0% | $2,504-96.6% | $4,156-98.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |