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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 | $27,344 | $80,812-66.2% | $160,784-83.0% | $82,448-66.8% |
| Participation rate | 97.4% | 66.2%+31.2pp | 77.0%+20.5pp | 68.1%+29.4pp |
| Annual return | 12.94% | 100.59%-87.6pp | 1803.92%-1791.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $404 | $2,174-81.4% | $3,733-89.2% | $2,551-84.1% |
| Participant deferral / active EE | $2,416 | $4,335-44.3% | $6,293-61.6% | $4,139-41.6% |
| Admin fee / account holder | $118 | $7,695-98.5% | $9,717-98.8% | $7,234-98.4% |