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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 | $44,762 | $56,484-20.8% | $169,452-73.6% | $64,173-30.2% |
| Participation rate | 77.8% | 64.5%+13.2pp | 77.8%0pp | 69.6%+8.2pp |
| Annual return | -8.45% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $9 | $1,832-99.5% | $4,157-99.8% | $2,381-99.6% |
| Participant deferral / active EE | $7,424 | $3,448+115.3% | $5,277+40.7% | $3,470+114.0% |
| Admin fee / account holder | $57 | $4,174-98.6% | $9,110-99.4% | $4,887-98.8% |