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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 | $33,680 | $54,541-38.2% | $78,778-57.2% | $70,126-52.0% |
| Participation rate | 92.0% | 60.8%+31.2pp | 69.2%+22.8pp | 69.5%+22.5pp |
| Annual return | 4.25% | 21.07%-16.8pp | 35.62%-31.4pp | 73.15%-68.9pp |
| Employer contribution / active EE | $2,000 | $1,089+83.7% | $1,986+0.7% | $2,343-14.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $104 | $3,709-97.2% | $5,134-98.0% | $4,645-97.8% |