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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 | $19,390 | $56,544-65.7% | $75,501-74.3% | $70,126-72.4% |
| Participation rate | 74.2% | 68.1%+6.1pp | 72.4%+1.8pp | 69.5%+4.7pp |
| Annual return | 9.99% | 23.59%-13.6pp | 27.35%-17.4pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,290 | $2,580-50.0% | $3,142-58.9% | $3,332-61.3% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |