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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 | $15,430 | $72,607-78.7% | $90,259-82.9% | $87,485-82.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 11.94% | 18.59%-6.7pp | 18.88%-6.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,133 | $1,919-41.0% | $2,291-50.6% | $2,596-56.4% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $146 | $5,947-97.5% | $7,267-98.0% | $7,775-98.1% |