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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 | $41,907 | $70,666-40.7% | $169,385-75.3% | $75,181-44.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 7.49% | 36.37%-28.9pp | 405.82%-398.3pp | 160.69%-153.2pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,411 | $4,308-67.3% | $6,221-77.3% | $4,126-65.8% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,011-100.0% | $5,650-100.0% |