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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 | $14,212 | $48,053-70.4% | $84,628-83.2% | $72,975-80.5% |
| Participation rate | 79.3% | 57.6%+21.7pp | 68.2%+11.1pp | 69.5%+9.8pp |
| Annual return | 3.27% | 37.39%-34.1pp | 258.80%-255.5pp | 81.01%-77.7pp |
| Employer contribution / active EE | $1,254 | $1,602-21.7% | $2,653-52.7% | $2,440-48.6% |
| Participant deferral / active EE | $576 | $2,681-78.5% | $3,900-85.2% | $3,608-84.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |