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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 | $25,177 | $102,429-75.4% | $147,096-82.9% | $80,925-68.9% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 4.41% | 135.02%-130.6pp | 419.75%-415.3pp | 35.65%-31.2pp |
| Employer contribution / active EE | $282 | $3,716-92.4% | $4,936-94.3% | $2,756-89.8% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $262 | $7,957-96.7% | $13,005-98.0% | $6,940-96.2% |