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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 | $73,459+11.7% | $178,528-54.1% | $74,429+10.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 6.75% | 17.50%-10.7pp | 27.11%-20.4pp | 1368.38%-1361.6pp |
| Employer contribution / active EE | $276 | $2,219-87.6% | $3,950-93.0% | $2,625-89.5% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,278-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,812-100.0% | $10,419-100.0% | $1,944-100.0% |