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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 | $83,458 | $153,311-45.6% | $109,313-23.7% | $273,972-69.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -4.60% | 29.86%-34.5pp | 22.07%-26.7pp | 41.46%-46.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,798 | $3,932-3.4% | $3,166+20.0% | $5,287-28.2% |
| Admin fee / account holder | $40 | $8,076-99.5% | $5,666-99.3% | $10,133-99.6% |