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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 | $51,499 | $78,027-34.0% | $178,528-71.2% | $80,925-36.4% |
| Participation rate | 91.1% | 65.7%+25.4pp | 77.1%+14.0pp | 67.7%+23.4pp |
| Annual return | 3.01% | 18.09%-15.1pp | 27.11%-24.1pp | 35.65%-32.6pp |
| Employer contribution / active EE | $1,817 | $2,281-20.3% | $3,950-54.0% | $2,756-34.1% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22 | $7,168-99.7% | $10,419-99.8% | $6,940-99.7% |