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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 | $33,110 | $124,330-73.4% | $109,173-69.7% | $167,536-80.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.91% | 26.04%-21.1pp | 25.75%-20.8pp | 478.82%-473.9pp |
| Employer contribution / active EE | $2,267 | $4,209-46.1% | $3,723-39.1% | $4,839-53.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $64 | $7,974-99.2% | $6,755-99.1% | $12,315-99.5% |