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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 | $14,049 | $85,171-83.5% | $172,753-91.9% | $72,976-80.7% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | 0.52% | 27.32%-26.8pp | 803.00%-802.5pp | 81.02%-80.5pp |
| Employer contribution / active EE | $1,645 | $3,324-50.5% | $5,144-68.0% | $2,440-32.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4 | $5,880-99.9% | $13,956-100.0% | $5,124-99.9% |