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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 | $25,672 | $62,589-59.0% | $76,768-66.6% | $64,173-60.0% |
| Participation rate | 71.9% | 72.8%-0.9pp | 77.0%-5.1pp | 69.6%+2.3pp |
| Annual return | -8.64% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,098 | $3,145-1.5% | $3,852-19.6% | $3,470-10.7% |
| Admin fee / account holder | $154 | $4,667-96.7% | $6,675-97.7% | $4,887-96.8% |