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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 | $11,671 | $77,419-84.9% | $69,461-83.2% | $152,885-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.78% | 39.07%-35.3pp | 28.97%-25.2pp | 345.39%-341.6pp |
| Employer contribution / active EE | $1,272 | $3,315-61.6% | $2,779-54.2% | $4,763-73.3% |
| Participant deferral / active EE | $301 | $4,414-93.2% | $3,536-91.5% | $5,851-94.9% |
| Admin fee / account holder | $95 | $6,207-98.5% | $3,840-97.5% | $11,598-99.2% |