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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 | $18,796 | $84,953-77.9% | $163,379-88.5% | $82,637-77.3% |
| Participation rate | 80.0% | 65.9%+14.1pp | 76.8%+3.2pp | 68.1%+11.9pp |
| Annual return | 2.91% | 23.07%-20.2pp | 63.41%-60.5pp | 53.51%-50.6pp |
| Employer contribution / active EE | $4,206 | $2,183+92.7% | $3,752+12.1% | $2,552+64.8% |
| Participant deferral / active EE | $0 | $4,326-100.0% | $6,282-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $7,921-100.0% | $9,818-100.0% | $7,339-100.0% |