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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 | $30,449 | $56,894-46.5% | $84,753-64.1% | $62,881-51.6% |
| Participation rate | 91.7% | 68.5%+23.1pp | 76.6%+15.1pp | 69.3%+22.4pp |
| Annual return | -1.83% | 6.30%-8.1pp | 22.78%-24.6pp | 20.14%-22.0pp |
| Employer contribution / active EE | $1,354 | $2,400-43.6% | $3,574-62.1% | $2,281-40.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $51 | $3,581-98.6% | $5,333-99.0% | $4,296-98.8% |