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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 | $32,143 | $65,696-51.1% | $56,429-43.0% | $147,586-78.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 5.67% | 13.32%-7.6pp | 19.04%-13.4pp | 578.59%-572.9pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,709 | $4,876-44.4% | $3,951-31.4% | $5,439-50.2% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,886-100.0% |