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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 | $32,977 | $79,867-58.7% | $120,344-72.6% | $64,340-48.7% |
| Participation rate | 85.3% | 63.0%+22.3pp | 76.7%+8.6pp | 55.2%+30.1pp |
| Annual return | 5.74% | 21.10%-15.4pp | 20.30%-14.6pp | 24.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $7,806 | $3,593+117.2% | $5,135+52.0% | $2,980+161.9% |
| Admin fee / account holder | $95 | $5,039-98.1% | $12,742-99.3% | $3,703-97.4% |