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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 | $26,938 | $76,407-64.7% | $150,298-82.1% | $82,448-67.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.85% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $221 | $2,614-91.5% | $4,154-94.7% | $2,551-91.3% |
| Participant deferral / active EE | $1,474 | $3,214-54.1% | $5,453-73.0% | $4,139-64.4% |
| Admin fee / account holder | $173 | $6,352-97.3% | $14,116-98.8% | $7,234-97.6% |