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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 | $12,826 | $77,416-83.4% | $69,464-81.5% | $152,897-91.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.26% | 39.08%-35.8pp | 28.98%-25.7pp | 345.43%-342.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $874 | $4,413-80.2% | $3,536-75.3% | $5,851-85.1% |
| Admin fee / account holder | $210 | $6,208-96.6% | $3,840-94.5% | $11,599-98.2% |