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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 | $58,258-40.9% | $81,820-57.9% | $80,925-57.5% |
| Participation rate | 90.7% | 63.5%+27.2pp | 72.4%+18.3pp | 67.7%+23.0pp |
| Annual return | 3.23% | 41.76%-38.5pp | 777.93%-774.7pp | 35.65%-32.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |