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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 | $27,198 | $93,064-70.8% | $74,577-63.5% | $273,972-90.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.16% | 26.18%-26.0pp | 20.47%-20.3pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,459 | $3,160-53.8% | $2,525-42.2% | $4,869-70.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $230 | $5,273-95.6% | $4,138-94.4% | $10,133-97.7% |