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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 | $147,556-71.0% | $129,031-66.8% | $198,609-78.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 0.31% | 37.41%-37.1pp | 34.67%-34.4pp | 202.70%-202.4pp |
| Employer contribution / active EE | $84 | $3,645-97.7% | $3,226-97.4% | $5,055-98.3% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8 | $15,467-99.9% | $13,208-99.9% | $19,030-100.0% |