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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 | $26,063 | $77,638-66.4% | $156,551-83.4% | $62,881-58.6% |
| Participation rate | 91.2% | 71.2%+20.0pp | 84.0%+7.2pp | 69.3%+21.9pp |
| Annual return | 0.36% | 50.33%-50.0pp | 32.23%-31.9pp | 20.14%-19.8pp |
| Employer contribution / active EE | $920 | $3,444-73.3% | $5,501-83.3% | $2,281-59.7% |
| Participant deferral / active EE | $88 | $3,046-97.1% | $4,871-98.2% | $3,203-97.2% |
| Admin fee / account holder | $106 | $5,561-98.1% | $13,028-99.2% | $4,296-97.5% |