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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 | $17,437 | $81,358-78.6% | $155,556-88.8% | $80,959-78.5% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 1.06% | 33.39%-32.3pp | 64.84%-63.8pp | 35.67%-34.6pp |
| Employer contribution / active EE | $281 | $3,106-90.9% | $4,675-94.0% | $2,757-89.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $281 | $7,994-96.5% | $15,885-98.2% | $6,925-95.9% |