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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 | $57,061-58.3% | $85,063-72.0% | $80,911-70.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 7.57% | 21.66%-14.1pp | 66.54%-59.0pp | 35.63%-28.1pp |
| Employer contribution / active EE | $6,233 | $1,799+246.5% | $2,727+128.6% | $2,756+126.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $204 | $4,986-95.9% | $6,155-96.7% | $6,935-97.1% |