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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 | $45,954 | $138,312-66.8% | $122,979-62.6% | $155,188-70.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 0.98% | 22.06%-21.1pp | 20.12%-19.1pp | 148.84%-147.9pp |
| Employer contribution / active EE | $419 | $3,530-88.1% | $3,062-86.3% | $4,248-90.1% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |