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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 | $34,567 | $100,895-65.7% | $90,430-61.8% | $158,950-78.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.96% | 1725.54%-1722.6pp | 1293.73%-1290.8pp | 302.91%-299.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,698 | $4,347-60.9% | $3,963-57.2% | $5,983-71.6% |
| Admin fee / account holder | $17 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |