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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 | $8,262 | $45,872-82.0% | $77,096-89.3% | $68,486-87.9% |
| Participation rate | 76.8% | 55.9%+20.9pp | 67.9%+8.9pp | 67.9%+8.9pp |
| Annual return | -21.41% | 1.73%-23.1pp | 42.35%-63.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,004 | $2,963+35.2% | $4,429-9.6% | $4,028-0.6% |
| Admin fee / account holder | $162 | $3,041-94.7% | $5,428-97.0% | $5,404-97.0% |