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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 | $20,826 | $103,038-79.8% | $90,324-76.9% | $152,909-86.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.84% | 95.25%-90.4pp | 78.15%-73.3pp | 345.46%-340.6pp |
| Employer contribution / active EE | $312 | $3,141-90.1% | $2,856-89.1% | $4,764-93.4% |
| Participant deferral / active EE | $312 | $4,282-92.7% | $3,885-92.0% | $5,851-94.7% |
| Admin fee / account holder | $8 | $6,177-99.9% | $5,356-99.9% | $11,601-99.9% |