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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 | $25,065 | $53,128-52.8% | $86,582-71.1% | $70,126-64.3% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 10.77% | 27.66%-16.9pp | 965.08%-954.3pp | 73.15%-62.4pp |
| Employer contribution / active EE | $4,033 | $2,068+95.0% | $2,839+42.0% | $2,343+72.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $81 | $3,584-97.7% | $4,904-98.3% | $4,645-98.3% |