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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 | $83,366 | $110,629-24.6% | $80,784+3.2% | $167,553-50.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 1.01% | 120.58%-119.6pp | 87.31%-86.3pp | 478.89%-477.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,447 | $2,871-49.6% | $2,145-32.6% | $6,343-77.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |