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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 | $12,197 | $70,366-82.7% | $66,674-81.7% | $138,895-91.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.69% | 386.41%-377.7pp | 321.24%-312.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,047 | $4,374+15.4% | $4,084+23.6% | $6,396-21.1% |
| Admin fee / account holder | $134 | $5,262-97.5% | $5,098-97.4% | $12,562-98.9% |