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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 | $8,096 | $76,407-89.4% | $150,298-94.6% | $82,448-90.2% |
| Participation rate | 95.1% | 66.4%+28.7pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 11.31% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $284 | $2,614-89.1% | $4,154-93.2% | $2,551-88.9% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $234 | $6,352-96.3% | $14,116-98.3% | $7,234-96.8% |