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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 | $34,835 | $85,171-59.1% | $172,752-79.8% | $72,975-52.3% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 6.90% | 27.32%-20.4pp | 802.97%-796.1pp | 81.01%-74.1pp |
| Employer contribution / active EE | $1,694 | $3,324-49.0% | $5,144-67.1% | $2,440-30.6% |
| Participant deferral / active EE | $371 | $3,260-88.6% | $5,198-92.9% | $3,608-89.7% |
| Admin fee / account holder | $146 | $5,880-97.5% | $13,955-99.0% | $5,124-97.2% |