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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 | $18,790 | $46,877-59.9% | $122,354-84.6% | $70,126-73.2% |
| Participation rate | 97.8% | 58.2%+39.6pp | 71.6%+26.2pp | 69.5%+28.3pp |
| Annual return | 11.70% | 24.22%-12.5pp | 30.28%-18.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $263 | $1,288-79.6% | $4,051-93.5% | $2,343-88.8% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $226 | $3,324-93.2% | $5,479-95.9% | $4,645-95.1% |