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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 | $34,414 | $58,234-40.9% | $81,783-57.9% | $80,874-57.4% |
| Participation rate | 90.7% | 63.4%+27.3pp | 72.4%+18.3pp | 67.6%+23.1pp |
| Annual return | 3.23% | 41.70%-38.5pp | 775.05%-771.8pp | 35.62%-32.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |