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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 | $39,320 | $89,370-56.0% | $141,197-72.2% | $72,976-46.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.66% | 111.88%-97.2pp | 71.41%-56.7pp | 81.02%-66.4pp |
| Employer contribution / active EE | $2,121 | $3,115-31.9% | $4,736-55.2% | $2,440-13.1% |
| Participant deferral / active EE | $2,155 | $5,419-60.2% | $6,710-67.9% | $3,608-40.3% |
| Admin fee / account holder | $218 | $5,957-96.3% | $10,265-97.9% | $5,124-95.7% |