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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 | $35,482 | $81,870-56.7% | $119,634-70.3% | $68,490-48.2% |
| Participation rate | 75.5% | 71.9%+3.6pp | 79.3%-3.8pp | 67.9%+7.6pp |
| Annual return | -19.52% | -23.82%+4.3pp | -14.98%-4.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,267 | $4,148+2.9% | $5,601-23.8% | $4,028+5.9% |
| Admin fee / account holder | $110 | $6,583-98.3% | $10,329-98.9% | $5,403-98.0% |