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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 | $27,431 | $72,269-62.0% | $101,271-72.9% | $79,852-65.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.94% | 22.29%-14.4pp | 46.48%-38.5pp | 31.72%-23.8pp |
| Employer contribution / active EE | $1,054 | $2,692-60.8% | $3,660-71.2% | $2,471-57.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |