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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 | $3,893 | $49,976-92.2% | $66,674-94.2% | $82,637-95.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 10.46% | 39.09%-28.6pp | 321.24%-310.8pp | 53.51%-43.0pp |
| Employer contribution / active EE | $266 | $1,988-86.6% | $2,620-89.8% | $2,552-89.6% |
| Participant deferral / active EE | $102 | $2,847-96.4% | $4,084-97.5% | $4,126-97.5% |
| Admin fee / account holder | $163 | $4,594-96.5% | $5,098-96.8% | $7,339-97.8% |