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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 | $54,065 | $107,421-49.7% | $182,262-70.3% | $94,015-42.5% |
| Participation rate | 90.3% | 77.8%+12.5pp | 84.2%+6.1pp | 70.8%+19.5pp |
| Annual return | 2.91% | 21.32%-18.4pp | 140.60%-137.7pp | 17.84%-14.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,692-100.0% | $16,712-100.0% | $8,951-100.0% |