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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 | $13,915 | $77,901-82.1% | $149,717-90.7% | $75,181-81.5% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 5.52% | 31.73%-26.2pp | 134.41%-128.9pp | 160.69%-155.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,073 | $3,411-68.5% | $5,682-81.1% | $4,126-74.0% |
| Admin fee / account holder | $8 | $5,949-99.9% | $13,213-99.9% | $5,650-99.9% |