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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 | $17,296 | $93,064-81.4% | $74,577-76.8% | $273,972-93.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.54% | 26.18%-25.6pp | 20.47%-19.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $657 | $3,160-79.2% | $2,525-74.0% | $4,869-86.5% |
| Participant deferral / active EE | $409 | $4,160-90.2% | $3,458-88.2% | $5,287-92.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |