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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 | $28,600 | $96,558-70.4% | $80,977-64.7% | $273,972-89.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.30% | 15.14%-13.8pp | 17.11%-15.8pp | 41.46%-40.2pp |
| Employer contribution / active EE | $606 | $4,869-87.6% | $3,715-83.7% | $4,869-87.6% |
| Participant deferral / active EE | $1,010 | $6,598-84.7% | $5,696-82.3% | $5,287-80.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |