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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 | $57,643 | $125,797-54.2% | $170,057-66.1% | $75,177-23.3% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.1pp | 67.2%+28.9pp |
| Annual return | 9.50% | 27.20%-17.7pp | 53.42%-43.9pp | 160.75%-151.3pp |
| Employer contribution / active EE | $249 | $4,616-94.6% | $6,790-96.3% | $2,671-90.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,826-100.0% | $5,651-100.0% |