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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 | $14,441 | $60,139-76.0% | $90,461-84.0% | $79,856-81.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.29% | 71.96%-67.7pp | 1294.76%-1290.5pp | 31.71%-27.4pp |
| Employer contribution / active EE | $734 | $2,069-64.5% | $3,264-77.5% | $2,471-70.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $111 | $3,978-97.2% | $5,617-98.0% | $5,306-97.9% |