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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 | $13,725 | $48,327-71.6% | $67,575-79.7% | $80,935-83.0% |
| Participation rate | 73.3% | 66.4%+6.9pp | 72.9%+0.4pp | 67.7%+5.7pp |
| Annual return | 1.92% | 18.31%-16.4pp | 3528.98%-3527.1pp | 35.66%-33.7pp |
| Employer contribution / active EE | $2,013 | $2,022-0.5% | $2,736-26.4% | $2,757-27.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |