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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 | $29,652 | $134,817-78.0% | $123,973-76.1% | $155,188-80.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.52% | 515.49%-508.0pp | 388.13%-380.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $789 | $4,425-82.2% | $4,126-80.9% | $4,248-81.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $292 | $13,245-97.8% | $11,799-97.5% | $14,480-98.0% |