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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 | $9,707 | $81,276-88.1% | $155,574-93.8% | $80,925-88.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 3.69% | 33.36%-29.7pp | 64.87%-61.2pp | 35.65%-32.0pp |
| Employer contribution / active EE | $552 | $3,103-82.2% | $4,676-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $594 | $3,453-82.8% | $5,629-89.4% | $4,299-86.2% |
| Admin fee / account holder | $27 | $7,993-99.7% | $15,914-99.8% | $6,940-99.6% |