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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 | $15,561 | $84,236-81.5% | $170,435-90.9% | $70,126-77.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 4.61% | 23.06%-18.5pp | 205.94%-201.3pp | 73.15%-68.5pp |
| Employer contribution / active EE | $277 | $3,387-91.8% | $5,432-94.9% | $2,343-88.2% |
| Participant deferral / active EE | $1,274 | $3,086-58.7% | $4,939-74.2% | $3,332-61.8% |
| Admin fee / account holder | $223 | $5,698-96.1% | $13,881-98.4% | $4,645-95.2% |