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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 | $46,765 | $99,345-52.9% | $84,753-44.8% | $273,972-82.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.40% | 22.93%-23.3pp | 22.78%-23.2pp | 41.46%-41.9pp |
| Employer contribution / active EE | $415 | $4,214-90.2% | $3,574-88.4% | $4,869-91.5% |
| Participant deferral / active EE | $1,297 | $4,270-69.6% | $3,712-65.1% | $5,287-75.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |