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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 | $8,042 | $51,638-84.4% | $68,368-88.2% | $82,448-90.2% |
| Participation rate | 73.9% | 63.6%+10.3pp | 73.8%+0.2pp | 68.1%+5.8pp |
| Annual return | 8.18% | 37.53%-29.4pp | 292.57%-284.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $994 | $2,047-51.4% | $2,649-62.5% | $2,551-61.0% |
| Participant deferral / active EE | $417 | $2,914-85.7% | $4,123-89.9% | $4,139-89.9% |
| Admin fee / account holder | $177 | $4,643-96.2% | $5,150-96.6% | $7,234-97.6% |