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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 | $33,750 | $58,099-41.9% | $76,902-56.1% | $75,177-55.1% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.6%+27.8pp | 67.2%+30.2pp |
| Annual return | 11.64% | 26.71%-15.1pp | 37.91%-26.3pp | 160.75%-149.1pp |
| Employer contribution / active EE | $290 | $1,996-85.5% | $2,534-88.6% | $2,671-89.2% |
| Participant deferral / active EE | $1,640 | $2,999-45.3% | $3,833-57.2% | $4,126-60.3% |
| Admin fee / account holder | $297 | $4,778-93.8% | $5,479-94.6% | $5,651-94.7% |