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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 | $22,066 | $67,823-67.5% | $52,425-57.9% | $137,256-83.9% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 4.03% | 219.11%-215.1pp | 302.12%-298.1pp | 220.34%-216.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $572 | $2,288-75.0% | $1,790-68.1% | $6,407-91.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |