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Participant 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 | $48,681 | $78,423-37.9% | $95,964-49.3% | $79,856-39.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 6.69% | 19.37%-12.7pp | 91.64%-85.0pp | 31.71%-25.0pp |
| Employer contribution / active EE | $571 | $1,945-70.6% | $2,541-77.5% | $2,471-76.9% |
| Participant deferral / active EE | $1,225 | $3,440-64.4% | $4,167-70.6% | $3,741-67.2% |
| Admin fee / account holder | $17 | $5,622-99.7% | $6,797-99.7% | $5,306-99.7% |