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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 | $107,388 | $156,616-31.4% | $133,346-19.5% | $198,609-45.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 0.19% | 44.25%-44.1pp | 36.85%-36.7pp | 202.70%-202.5pp |
| Employer contribution / active EE | $750 | $3,368-77.7% | $2,853-73.7% | $5,055-85.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |