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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 | $57,582 | $69,977-17.7% | $108,582-47.0% | $62,881-8.4% |
| Participation rate | 89.8% | 72.9%+16.9pp | 79.6%+10.2pp | 69.3%+20.5pp |
| Annual return | 2.10% | 10.73%-8.6pp | -51.70%+53.8pp | 20.14%-18.0pp |
| Employer contribution / active EE | $375 | $2,135-82.4% | $3,758-90.0% | $2,281-83.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $125 | $5,076-97.5% | $7,645-98.4% | $4,296-97.1% |