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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 | $24,842 | $83,908-70.4% | $68,509-63.7% | $125,389-80.2% |
| Participation rate | 72.2% | 78.2%-5.9pp | 74.7%-2.5pp | 83.2%-11.0pp |
| Annual return | -3.46% | 14.48%-17.9pp | 8.27%-11.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,508 | $4,125-39.2% | $3,382-25.9% | $5,352-53.1% |
| Admin fee / account holder | $173 | $8,982-98.1% | $5,275-96.7% | $9,541-98.2% |