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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 | $22,994-100.0% | - | $80,935-100.0% |
| Participation rate | 100.0% | 45.9%+54.1pp | - | 67.7%+32.3pp |
| Annual return | 10.88% | 12.16%-1.3pp | - | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $1,271-100.0% | - | $2,757-100.0% |
| Participant deferral / active EE | $3,096 | $1,419+118.2% | - | $4,299-28.0% |
| Admin fee / account holder | $0 | $1,909-100.0% | - | $6,924-100.0% |