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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 | $23,776 | $57,119-58.4% | $85,187-72.1% | $80,935-70.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 7.57% | 21.70%-14.1pp | 66.67%-59.1pp | 35.66%-28.1pp |
| Employer contribution / active EE | $6,233 | $1,802+246.0% | $2,732+128.1% | $2,757+126.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $204 | $4,990-95.9% | $6,162-96.7% | $6,924-97.1% |