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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 | $17,924 | $65,685-72.7% | $57,181-68.7% | $273,968-93.5% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | -1.32% | 21.99%-23.3pp | 14.59%-15.9pp | 41.45%-42.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,525 | $3,781+46.1% | $3,096+78.5% | $5,287+4.5% |
| Admin fee / account holder | $296 | $4,835-93.9% | $3,139-90.6% | $10,132-97.1% |