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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 | $17,264 | $45,050-61.7% | $63,018-72.6% | $70,126-75.4% |
| Participation rate | 96.4% | 69.5%+26.9pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 11.23% | 18.76%-7.5pp | 87.62%-76.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,584 | $2,052-22.8% | $2,761-42.6% | $2,343-32.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $289 | $2,834-89.8% | $3,601-92.0% | $4,645-93.8% |