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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 | $106,864-49.4% | $147,318-63.3% | $82,637-34.6% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.1%+8.3pp | 68.1%+22.3pp |
| Annual return | 2.91% | 27.49%-24.6pp | 70.43%-67.5pp | 53.51%-50.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |