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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 | $14,358 | $54,763-73.8% | $90,324-84.1% | $72,976-80.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.31% | 30.63%-15.3pp | 78.15%-62.8pp | 81.02%-65.7pp |
| Employer contribution / active EE | $1,659 | $2,093-20.8% | $2,856-41.9% | $2,440-32.0% |
| Participant deferral / active EE | $792 | $2,887-72.6% | $3,885-79.6% | $3,608-78.0% |
| Admin fee / account holder | $270 | $3,973-93.2% | $5,356-95.0% | $5,124-94.7% |