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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 | $33,022 | $103,000-67.9% | $90,300-63.4% | $152,885-78.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.65% | 95.19%-90.5pp | 78.11%-73.5pp | 345.39%-340.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,500 | $4,281-18.2% | $3,884-9.9% | $5,851-40.2% |
| Admin fee / account holder | $17 | $6,173-99.7% | $5,353-99.7% | $11,598-99.9% |