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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 | $37,681 | $60,349-37.6% | $74,184-49.2% | $62,881-40.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.67% | 21.38%-17.7pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,000 | $2,856-65.0% | $3,550-71.8% | $3,203-68.8% |
| Admin fee / account holder | $94 | $4,261-97.8% | $5,586-98.3% | $4,296-97.8% |