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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 | $56,316 | $110,410-49.0% | $102,437-45.0% | $145,897-61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.06% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,167 | $4,217-72.3% | $3,871-69.8% | $4,663-75.0% |
| Participant deferral / active EE | $898 | $5,622-84.0% | $5,060-82.3% | $6,689-86.6% |
| Admin fee / account holder | $197 | $9,745-98.0% | $8,388-97.7% | $13,390-98.5% |