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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 | $6,964 | $76,407-90.9% | $150,298-95.4% | $82,448-91.6% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 12.94% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $35 | $2,614-98.7% | $4,154-99.2% | $2,551-98.6% |
| Participant deferral / active EE | $1,347 | $3,214-58.1% | $5,453-75.3% | $4,139-67.5% |
| Admin fee / account holder | $209 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |