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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 | $39,561 | $77,817-49.2% | $123,553-68.0% | $64,173-38.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.86% | 12.49%-22.3pp | 119.21%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $875 | $3,014-71.0% | $4,628-81.1% | $2,381-63.3% |
| Participant deferral / active EE | $1,034 | $5,240-80.3% | $6,426-83.9% | $3,470-70.2% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,887-99.9% |