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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 | $68,841 | $103,038-33.2% | $90,324-23.8% | $152,909-55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.72% | 95.25%-90.5pp | 78.15%-73.4pp | 345.46%-340.7pp |
| Employer contribution / active EE | $148 | $3,141-95.3% | $2,856-94.8% | $4,764-96.9% |
| Participant deferral / active EE | $12,994 | $4,282+203.5% | $3,885+234.4% | $5,851+122.1% |
| Admin fee / account holder | $24 | $6,177-99.6% | $5,356-99.6% | $11,601-99.8% |