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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 | $27,980 | $60,349-53.6% | $74,184-62.3% | $62,881-55.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.96% | 21.38%-20.4pp | 17.74%-16.8pp | 20.14%-19.2pp |
| Employer contribution / active EE | $36 | $1,680-97.9% | $2,370-98.5% | $2,281-98.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $20 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |