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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 | $16,325 | $91,179-82.1% | $178,499-90.9% | $79,852-79.6% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 1.42% | 24.19%-22.8pp | 151.10%-149.7pp | 31.72%-30.3pp |
| Employer contribution / active EE | -$66 | $3,256-102.0% | $5,011-101.3% | $2,471-102.7% |
| Participant deferral / active EE | $1,005 | $3,236-68.9% | $5,202-80.7% | $3,740-73.1% |
| Admin fee / account holder | $17 | $6,749-99.7% | $13,986-99.9% | $5,306-99.7% |