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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 | $0 | $45,041-100.0% | $63,003-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 8.93% | 18.76%-9.8pp | 87.59%-78.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $278 | $2,052-86.5% | $2,760-89.9% | $2,342-88.1% |
| Participant deferral / active EE | $1,215 | $2,465-50.7% | $3,329-63.5% | $3,332-63.5% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |