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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 | $21,935 | $88,707-75.3% | $74,184-70.4% | $273,972-92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.06% | 11.94%-13.0pp | 17.74%-18.8pp | 41.46%-42.5pp |
| Employer contribution / active EE | $8,333 | $3,159+163.8% | $2,370+251.6% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $175 | $8,717-98.0% | $5,586-96.9% | $10,133-98.3% |