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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 | $8,689 | $57,140-84.8% | $85,240-89.8% | $80,959-89.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 4.92% | 21.71%-16.8pp | 66.75%-61.8pp | 35.67%-30.8pp |
| Employer contribution / active EE | $3,423 | $1,802+90.0% | $2,735+25.2% | $2,757+24.2% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $39 | $4,992-99.2% | $6,165-99.4% | $6,925-99.4% |