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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 | $21,487 | $71,197-69.8% | $93,669-77.1% | $80,925-73.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.93% | 11.27%-1.3pp | 133.59%-123.7pp | 35.65%-25.7pp |
| Employer contribution / active EE | $5,678 | $1,565+262.9% | $2,424+134.3% | $2,756+106.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $128 | $6,959-98.2% | $8,291-98.5% | $6,940-98.2% |