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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 | $6,350 | $90,489-93.0% | $76,051-91.6% | $145,978-95.6% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.1%+25.7pp | 80.3%+14.4pp |
| Annual return | 2.16% | 622.78%-620.6pp | 360.42%-358.3pp | 550.52%-548.4pp |
| Employer contribution / active EE | $339 | $3,319-89.8% | $2,690-87.4% | $4,662-92.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $295 | $8,374-96.5% | $6,416-95.4% | $13,400-97.8% |