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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 | $17,994 | $77,416-76.8% | $69,464-74.1% | $152,897-88.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.65% | 39.08%-38.4pp | 28.98%-28.3pp | 345.43%-344.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,749 | $4,413-37.7% | $3,536-22.3% | $5,851-53.0% |
| Admin fee / account holder | $155 | $6,208-97.5% | $3,840-96.0% | $11,599-98.7% |