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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 | $31,098 | $41,377-24.8% | $109,313-71.6% | $62,881-50.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -2.77% | 11.05%-13.8pp | 22.07%-24.8pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,969 | $1,276+54.3% | $3,892-49.4% | $2,281-13.7% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $298 | $2,884-89.7% | $5,666-94.7% | $4,296-93.1% |