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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 | $19,970 | $71,197-72.0% | $93,669-78.7% | $80,925-75.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 5.16% | 11.27%-6.1pp | 133.59%-128.4pp | 35.65%-30.5pp |
| Employer contribution / active EE | $303 | $1,565-80.6% | $2,424-87.5% | $2,756-89.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $115 | $6,959-98.3% | $8,291-98.6% | $6,940-98.3% |