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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 | $57,168 | $103,164-44.6% | $90,259-36.7% | $154,746-63.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 6.54% | 19.25%-12.7pp | 18.88%-12.3pp | 172.34%-165.8pp |
| Employer contribution / active EE | $4,231 | $2,532+67.1% | $2,291+84.6% | $4,379-3.4% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $51 | $8,593-99.4% | $7,267-99.3% | $14,365-99.6% |