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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 | $27,752 | $93,598-70.3% | $135,974-79.6% | $75,173-63.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.71% | 30.89%-20.2pp | 68.30%-57.6pp | 160.72%-150.0pp |
| Employer contribution / active EE | $615 | $3,538-82.6% | $4,859-87.3% | $2,671-77.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $163 | $6,978-97.7% | $10,767-98.5% | $5,651-97.1% |