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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 | $44,397 | $124,346-64.3% | $111,306-60.1% | $167,553-73.5% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 1.35% | 37.46%-36.1pp | 54.67%-53.3pp | 478.89%-477.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,294 | $5,182-36.4% | $4,488-26.6% | $6,343-48.1% |
| Admin fee / account holder | $267 | $10,623-97.5% | $7,966-96.7% | $12,316-97.8% |