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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 | $57,073-84.8% | $85,126-89.8% | $80,925-89.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 4.92% | 21.69%-16.8pp | 66.63%-61.7pp | 35.65%-30.7pp |
| Employer contribution / active EE | $3,423 | $1,801+90.1% | $2,731+25.3% | $2,756+24.2% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $39 | $4,988-99.2% | $6,160-99.4% | $6,940-99.4% |