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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 | $30,369 | $99,345-69.4% | $84,753-64.2% | $273,972-88.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -5.28% | 22.93%-28.2pp | 22.78%-28.1pp | 41.46%-46.7pp |
| Employer contribution / active EE | $3,447 | $4,214-18.2% | $3,574-3.6% | $4,869-29.2% |
| Participant deferral / active EE | $831 | $4,270-80.5% | $3,712-77.6% | $5,287-84.3% |
| Admin fee / account holder | $50 | $6,645-99.2% | $5,333-99.1% | $10,133-99.5% |