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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 | $82,032 | $73,532+11.6% | $178,540-54.1% | $74,459+10.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 6.75% | 17.51%-10.8pp | 27.15%-20.4pp | 1369.70%-1362.9pp |
| Employer contribution / active EE | $276 | $2,221-87.6% | $3,953-93.0% | $2,626-89.5% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,281-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,813-100.0% | $10,424-100.0% | $1,945-100.0% |