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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 | $36,189 | $102,393-64.7% | $147,041-75.4% | $80,911-55.3% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 9.04% | 134.95%-125.9pp | 419.21%-410.2pp | 35.63%-26.6pp |
| Employer contribution / active EE | $3,112 | $3,715-16.2% | $4,935-36.9% | $2,756+12.9% |
| Participant deferral / active EE | $2,172 | $6,647-67.3% | $8,071-73.1% | $4,297-49.5% |
| Admin fee / account holder | $269 | $7,943-96.6% | $13,006-97.9% | $6,935-96.1% |