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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 | $43,859 | $103,949-57.8% | $69,182-36.6% | $273,972-84.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -0.33% | 35.28%-35.6pp | -21.93%+21.6pp | 41.46%-41.8pp |
| Employer contribution / active EE | $530 | $1,783-70.3% | $1,206-56.1% | $4,869-89.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $106 | $3,671-97.1% | $2,697-96.1% | $10,133-99.0% |