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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 | $13,648 | $77,908-82.5% | $149,696-90.9% | $75,173-81.8% |
| Participation rate | 88.7% | 65.6%+23.2pp | 78.8%+10.0pp | 67.2%+21.5pp |
| Annual return | 10.70% | 31.73%-21.0pp | 134.46%-123.8pp | 160.72%-150.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,404 | $3,411-58.9% | $5,682-75.3% | $4,126-66.0% |
| Admin fee / account holder | $109 | $5,950-98.2% | $13,212-99.2% | $5,651-98.1% |