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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 | $8,662 | $29,733-70.9% | $56,025-84.5% | $80,959-89.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 10.55% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $255 | $1,229-79.3% | $1,955-87.0% | $4,300-94.1% |
| Admin fee / account holder | $30 | $2,434-98.8% | $2,828-98.9% | $6,925-99.6% |