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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 | $18,184 | $99,345-81.7% | $84,753-78.5% | $273,972-93.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.92% | 22.93%-26.8pp | 22.78%-26.7pp | 41.46%-45.4pp |
| Employer contribution / active EE | $10,347 | $4,214+145.5% | $3,574+189.5% | $4,869+112.5% |
| Participant deferral / active EE | $294 | $4,270-93.1% | $3,712-92.1% | $5,287-94.4% |
| Admin fee / account holder | $92 | $6,645-98.6% | $5,333-98.3% | $10,133-99.1% |