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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 | $44,141 | $109,908-59.8% | $97,161-54.6% | $145,978-69.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.34% | 243.80%-240.5pp | 75.36%-72.0pp | 550.52%-547.2pp |
| Employer contribution / active EE | $302 | $3,077-90.2% | $2,723-88.9% | $4,662-93.5% |
| Participant deferral / active EE | $12,200 | $4,679+160.8% | $4,265+186.0% | $6,690+82.4% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |