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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 | $14,726 | $87,542-83.2% | $75,782-80.6% | $125,393-88.3% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -4.11% | 13.48%-17.6pp | 9.68%-13.8pp | 282.23%-286.3pp |
| Employer contribution / active EE | $480 | $3,930-87.8% | $3,323-85.5% | $4,866-90.1% |
| Participant deferral / active EE | $1,276 | $4,229-69.8% | $3,652-65.1% | $5,351-76.2% |
| Admin fee / account holder | $237 | $6,502-96.4% | $5,300-95.5% | $9,541-97.5% |