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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 | $44,748 | $77,449-42.2% | $69,483-35.6% | $152,909-70.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.70% | 39.09%-35.4pp | 28.99%-25.3pp | 345.46%-341.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,409 | $4,415+22.5% | $3,537+53.0% | $5,851-7.6% |
| Admin fee / account holder | $36 | $6,210-99.4% | $3,841-99.1% | $11,601-99.7% |