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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 | $0 | $53,837-100.0% | $75,714-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 11.56% | 24.54%-13.0pp | 104.62%-93.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,311 | $2,895-54.7% | $3,820-65.7% | $3,952-66.8% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |