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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 | $19,624 | $64,719-69.7% | $112,249-82.5% | $68,486-71.3% |
| Participation rate | 94.0% | 67.2%+26.8pp | 75.1%+18.9pp | 67.9%+26.1pp |
| Annual return | -25.15% | -11.40%-13.8pp | 27.48%-52.6pp | -7.85%-17.3pp |
| Employer contribution / active EE | $1,394 | $2,747-49.3% | $3,636-61.7% | $2,597-46.3% |
| Participant deferral / active EE | $1,501 | $3,565-57.9% | $4,729-68.3% | $4,028-62.7% |
| Admin fee / account holder | $189 | $5,232-96.4% | $6,412-97.0% | $5,404-96.5% |