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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 | $29,464 | $50,385-41.5% | $75,501-61.0% | $62,293-52.7% |
| Participation rate | 99.0% | 67.7%+31.3pp | 72.4%+26.7pp | 69.5%+29.5pp |
| Annual return | 10.46% | 19.90%-9.4pp | 27.35%-16.9pp | 28.90%-18.4pp |
| Employer contribution / active EE | $962 | $1,537-37.5% | $2,352-59.1% | $2,042-52.9% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $152 | $384-60.5% | $5,801-97.4% | $479-68.3% |