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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 | $15,201 | $48,078-68.4% | $78,676-80.7% | $62,881-75.8% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.1pp | 69.3%+16.4pp |
| Annual return | 1.13% | 31.36%-30.2pp | 62.19%-61.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $45 | $2,015-97.8% | $2,850-98.4% | $2,281-98.0% |
| Participant deferral / active EE | $1,235 | $2,587-52.3% | $3,517-64.9% | $3,203-61.4% |
| Admin fee / account holder | $66 | $3,206-97.9% | $4,510-98.5% | $4,296-98.5% |