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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 | $81,262-78.5% | $155,602-88.8% | $80,911-78.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 1.06% | 33.34%-32.3pp | 64.81%-63.8pp | 35.63%-34.6pp |
| Employer contribution / active EE | $281 | $3,102-90.9% | $4,675-94.0% | $2,756-89.8% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $281 | $7,992-96.5% | $15,923-98.2% | $6,935-95.9% |