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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 | $26,835 | $71,872-62.7% | $86,691-69.0% | $68,495-60.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.85% | 3.53%-23.4pp | 35.94%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $25 | $2,173-98.9% | $2,837-99.1% | $2,596-99.1% |
| Participant deferral / active EE | $4,556 | $3,779+20.6% | $4,656-2.1% | $4,028+13.1% |
| Admin fee / account holder | $221 | $6,112-96.4% | $7,492-97.0% | $5,403-95.9% |