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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 | $27,587 | $103,038-73.2% | $90,324-69.5% | $152,909-82.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.74% | 95.25%-86.5pp | 78.15%-69.4pp | 345.46%-336.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,310 | $4,282-46.1% | $3,885-40.5% | $5,851-60.5% |
| Admin fee / account holder | $263 | $6,177-95.7% | $5,356-95.1% | $11,601-97.7% |