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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 | $34,751 | $39,132-11.2% | $57,196-39.2% | $62,881-44.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -6.86% | 9.24%-16.1pp | 14.59%-21.5pp | 20.14%-27.0pp |
| Employer contribution / active EE | $8,559 | $1,874+356.8% | $2,683+219.0% | $2,281+275.3% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $286 | $2,594-89.0% | $3,141-90.9% | $4,296-93.3% |