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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 | $18,248 | $115,911-84.3% | $100,530-81.8% | $158,950-88.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.90% | 34.80%-30.9pp | 30.89%-27.0pp | 302.91%-299.0pp |
| Employer contribution / active EE | $308 | $4,104-92.5% | $3,418-91.0% | $4,762-93.5% |
| Participant deferral / active EE | $3,611 | $6,676-45.9% | $6,271-42.4% | $5,983-39.6% |
| Admin fee / account holder | $25 | $10,999-99.8% | $8,083-99.7% | $11,248-99.8% |