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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 | $41,715 | $85,766-51.4% | $136,298-69.4% | $70,126-40.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.90% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $285 | $2,966-90.4% | $4,696-93.9% | $2,343-87.8% |
| Participant deferral / active EE | $3,269 | $5,051-35.3% | $6,247-47.7% | $3,332-1.9% |
| Admin fee / account holder | $274 | $5,421-94.9% | $9,244-97.0% | $4,645-94.1% |