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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 | $58,311-41.0% | $81,882-58.0% | $80,959-57.5% |
| Participation rate | 90.7% | 63.5%+27.2pp | 72.4%+18.3pp | 67.7%+23.0pp |
| Annual return | 3.23% | 41.85%-38.6pp | 779.47%-776.2pp | 35.67%-32.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |