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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 | $36,527 | $103,392-64.7% | $87,104-58.1% | $152,897-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 7.24% | 28.10%-20.9pp | 28.19%-20.9pp | 345.43%-338.2pp |
| Employer contribution / active EE | $863 | $3,221-73.2% | $2,521-65.8% | $4,764-81.9% |
| Participant deferral / active EE | $970 | $4,778-79.7% | $4,048-76.0% | $5,851-83.4% |
| Admin fee / account holder | $176 | $12,194-98.6% | $7,491-97.7% | $11,599-98.5% |