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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 | $16,422 | $91,179-82.0% | $178,499-90.8% | $79,852-79.4% |
| Participation rate | 95.7% | 69.2%+26.4pp | 81.9%+13.7pp | 69.6%+26.0pp |
| Annual return | -0.22% | 24.19%-24.4pp | 151.10%-151.3pp | 31.72%-31.9pp |
| Employer contribution / active EE | $1,621 | $3,256-50.2% | $5,011-67.6% | $2,471-34.4% |
| Participant deferral / active EE | $844 | $3,236-73.9% | $5,202-83.8% | $3,740-77.4% |
| Admin fee / account holder | $76 | $6,749-98.9% | $13,986-99.5% | $5,306-98.6% |